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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 | $78,436 | $71,230+10.1% | $93,727-16.3% | $80,959-3.1% |
| Participation rate | 69.8% | 60.4%+9.4pp | 68.7%+1.1pp | 67.7%+2.1pp |
| Annual return | 12.12% | 11.26%+0.9pp | 133.83%-121.7pp | 35.67%-23.6pp |
| Employer contribution / active EE | $982 | $1,565-37.3% | $2,421-59.4% | $2,757-64.4% |
| Participant deferral / active EE | $2,754 | $4,037-31.8% | $4,417-37.6% | $4,300-36.0% |
| Admin fee / account holder | $3,092 | $6,961-55.6% | $8,292-62.7% | $6,925-55.4% |