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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 | $78,457 | $54,541+43.8% | $78,778-0.4% | $70,126+11.9% |
| Participation rate | 69.7% | 60.8%+8.9pp | 69.2%+0.5pp | 69.5%+0.2pp |
| Annual return | 18.00% | 21.07%-3.1pp | 35.62%-17.6pp | 73.15%-55.1pp |
| Employer contribution / active EE | $1,619 | $1,089+48.7% | $1,986-18.5% | $2,343-30.9% |
| Participant deferral / active EE | $4,745 | $2,210+114.7% | $2,958+60.4% | $3,332+42.4% |
| Admin fee / account holder | $3,472 | $3,709-6.4% | $5,134-32.4% | $4,645-25.3% |