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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 | $73,815 | $63,949+15.4% | $129,031-42.8% | $94,015-21.5% |
| Participation rate | 69.0% | 63.4%+5.5pp | 73.4%-4.4pp | 70.8%-1.9pp |
| Annual return | 16.08% | 17.56%-1.5pp | 34.67%-18.6pp | 17.84%-1.8pp |
| Employer contribution / active EE | $1,677 | $1,865-10.1% | $3,226-48.0% | $2,790-39.9% |
| Participant deferral / active EE | $2,318 | $3,686-37.1% | $5,217-55.6% | $4,249-45.4% |
| Admin fee / account holder | $1,286 | $5,523-76.7% | $13,208-90.3% | $8,951-85.6% |