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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 | $77,395 | $73,787+4.9% | $98,716-21.6% | $82,448-6.1% |
| Participation rate | 69.7% | 61.4%+8.3pp | 69.3%+0.4pp | 68.1%+1.6pp |
| Annual return | 16.34% | 18.57%-2.2pp | 31.81%-15.5pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,630 | $1,511+7.8% | $2,279-28.5% | $2,551-36.1% |
| Participant deferral / active EE | $5,008 | $3,081+62.5% | $4,048+23.7% | $4,139+21.0% |
| Admin fee / account holder | $3,087 | $6,500-52.5% | $8,703-64.5% | $7,234-57.3% |