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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 | $68,120 | $58,627+16.2% | $76,735-11.2% | $82,448-17.4% |
| Participation rate | 66.7% | 63.2%+3.4pp | 69.5%-2.8pp | 68.1%-1.4pp |
| Annual return | 15.25% | 39.10%-23.8pp | 29.77%-14.5pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,524 | $1,729-11.8% | $2,454-37.9% | $2,551-40.2% |
| Participant deferral / active EE | $4,668 | $3,134+49.0% | $4,088+14.2% | $4,139+12.8% |
| Admin fee / account holder | $3,413 | $5,323-35.9% | $7,189-52.5% | $7,234-52.8% |