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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 | $70,719 | $56,544+25.1% | $75,501-6.3% | $70,126+0.8% |
| Participation rate | 51.8% | 68.1%-16.3pp | 72.4%-20.6pp | 69.5%-17.8pp |
| Annual return | 17.76% | 23.59%-5.8pp | 27.35%-9.6pp | 73.15%-55.4pp |
| Employer contribution / active EE | $1,380 | $1,817-24.0% | $2,352-41.3% | $2,343-41.1% |
| Participant deferral / active EE | $3,610 | $2,580+40.0% | $3,142+14.9% | $3,332+8.4% |
| Admin fee / account holder | $3,314 | $3,827-13.4% | $5,801-42.9% | $4,645-28.7% |