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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 | $78,630 | $73,787+6.6% | $98,716-20.3% | $82,448-4.6% |
| Participation rate | 68.4% | 61.4%+7.0pp | 69.3%-0.9pp | 68.1%+0.4pp |
| Annual return | 15.83% | 18.57%-2.7pp | 31.81%-16.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,228 | $1,511-18.7% | $2,279-46.1% | $2,551-51.9% |
| Participant deferral / active EE | $4,237 | $3,081+37.5% | $4,048+4.7% | $4,139+2.4% |
| Admin fee / account holder | $2,084 | $6,500-67.9% | $8,703-76.1% | $7,234-71.2% |