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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 | $69,412 | $59,839+16.0% | $81,991-15.3% | $79,852-13.1% |
| Participation rate | 66.0% | 61.6%+4.4pp | 69.3%-3.2pp | 69.6%-3.6pp |
| Annual return | 13.22% | 17.56%-4.3pp | 41.31%-28.1pp | 31.72%-18.5pp |
| Employer contribution / active EE | $1,664 | $1,713-2.9% | $2,498-33.4% | $2,471-32.7% |
| Participant deferral / active EE | $3,359 | $2,695+24.6% | $3,722-9.8% | $3,740-10.2% |
| Admin fee / account holder | $1,650 | $4,287-61.5% | $5,665-70.9% | $5,306-68.9% |