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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 | $70,905 | $54,757+29.5% | $90,300-21.5% | $72,983-2.8% |
| Participation rate | 58.9% | 65.1%-6.3pp | 73.3%-14.4pp | 69.5%-10.6pp |
| Annual return | 29.54% | 30.63%-1.1pp | 78.11%-48.6pp | 81.01%-51.5pp |
| Employer contribution / active EE | $1,873 | $2,092-10.5% | $2,854-34.4% | $2,440-23.2% |
| Participant deferral / active EE | $3,878 | $2,887+34.3% | $3,884-0.2% | $3,608+7.5% |
| Admin fee / account holder | $3,596 | $3,972-9.5% | $5,353-32.8% | $5,124-29.8% |