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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 | $76,448 | $58,848+29.9% | $88,179-13.3% | $82,637-7.5% |
| Participation rate | 69.2% | 57.9%+11.3pp | 69.1%+0.1pp | 68.1%+1.2pp |
| Annual return | 16.92% | 22.76%-5.8pp | 64.97%-48.0pp | 53.51%-36.6pp |
| Employer contribution / active EE | $2,929 | $1,678+74.5% | $2,549+14.9% | $2,552+14.8% |
| Participant deferral / active EE | $7,547 | $3,124+141.6% | $4,614+63.6% | $4,126+82.9% |
| Admin fee / account holder | $684 | $4,795-85.7% | $7,673-91.1% | $7,339-90.7% |