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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 | $57,590+28.2% | $86,233-14.4% | $82,448-10.5% |
| Participation rate | 69.0% | 57.9%+11.1pp | 69.0%-0.1pp | 68.1%+0.9pp |
| Annual return | 16.08% | 22.41%-6.3pp | 61.39%-45.3pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,677 | $1,655+1.3% | $2,504-33.0% | $2,551-34.3% |
| Participant deferral / active EE | $2,318 | $3,080-24.7% | $4,559-49.1% | $4,139-44.0% |
| Admin fee / account holder | $1,286 | $4,730-72.8% | $8,342-84.6% | $7,234-82.2% |