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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 | $80,842 | $55,713+45.1% | $75,901+6.5% | $72,975+10.8% |
| Participation rate | 68.9% | 61.1%+7.8pp | 69.3%-0.4pp | 69.5%-0.6pp |
| Annual return | 25.20% | 27.60%-2.4pp | 30.76%-5.6pp | 81.01%-55.8pp |
| Employer contribution / active EE | $1,255 | $1,687-25.6% | $2,501-49.8% | $2,440-48.6% |
| Participant deferral / active EE | $2,562 | $2,634-2.7% | $3,603-28.9% | $3,608-29.0% |
| Admin fee / account holder | $628 | $3,980-84.2% | $5,420-88.4% | $5,124-87.7% |