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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 | $71,977 | $52,580+36.9% | $71,671+0.4% | $70,126+2.6% |
| Participation rate | 65.0% | 60.9%+4.1pp | 68.7%-3.7pp | 69.5%-4.5pp |
| Annual return | 13.52% | 20.25%-6.7pp | 20.65%-7.1pp | 73.15%-59.6pp |
| Employer contribution / active EE | $754 | $1,616-53.4% | $2,460-69.4% | $2,343-67.8% |
| Participant deferral / active EE | $2,511 | $2,386+5.2% | $3,438-27.0% | $3,332-24.6% |
| Admin fee / account holder | $2,568 | $3,653-29.7% | $5,558-53.8% | $4,645-44.7% |