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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 | $66,286 | $58,523+13.3% | $99,470-33.4% | $72,983-9.2% |
| Participation rate | 69.2% | 64.6%+4.6pp | 73.8%-4.6pp | 69.5%-0.3pp |
| Annual return | 26.54% | 28.51%-2.0pp | 30.72%-4.2pp | 81.01%-54.5pp |
| Employer contribution / active EE | $1,275 | $1,512-15.7% | $2,540-49.8% | $2,440-47.8% |
| Participant deferral / active EE | $2,152 | $2,606-17.4% | $3,619-40.5% | $3,608-40.3% |
| Admin fee / account holder | $7,605 | $4,102+85.4% | $6,252+21.6% | $5,124+48.4% |