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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,400 | $56,544+24.5% | $75,501-6.8% | $70,126+0.4% |
| Participation rate | 59.3% | 68.1%-8.9pp | 72.4%-13.1pp | 69.5%-10.3pp |
| Annual return | 20.61% | 23.59%-3.0pp | 27.35%-6.7pp | 73.15%-52.5pp |
| Employer contribution / active EE | $1,303 | $1,817-28.3% | $2,352-44.6% | $2,343-44.4% |
| Participant deferral / active EE | $4,130 | $2,580+60.1% | $3,142+31.4% | $3,332+24.0% |
| Admin fee / account holder | $1,871 | $3,827-51.1% | $5,801-67.7% | $4,645-59.7% |