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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 | $77,981 | $81,476-4.3% | $102,383-23.8% | $80,925-3.6% |
| Participation rate | 68.3% | 66.8%+1.4pp | 74.5%-6.2pp | 67.7%+0.6pp |
| Annual return | 16.72% | 25.59%-8.9pp | 24.94%-8.2pp | 35.65%-18.9pp |
| Employer contribution / active EE | $1,305 | $3,105-58.0% | $3,870-66.3% | $2,756-52.6% |
| Participant deferral / active EE | $2,283 | $3,871-41.0% | $5,060-54.9% | $4,299-46.9% |
| Admin fee / account holder | $3,427 | $6,717-49.0% | $8,391-59.2% | $6,940-50.6% |