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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 | $67,942 | $58,627+15.9% | $76,735-11.5% | $82,448-17.6% |
| Participation rate | 65.7% | 63.2%+2.5pp | 69.5%-3.8pp | 68.1%-2.4pp |
| Annual return | 15.93% | 39.10%-23.2pp | 29.77%-13.8pp | 41.64%-25.7pp |
| Employer contribution / active EE | $2,001 | $1,729+15.7% | $2,454-18.5% | $2,551-21.5% |
| Participant deferral / active EE | $2,892 | $3,134-7.7% | $4,088-29.2% | $4,139-30.1% |
| Admin fee / account holder | $5,543 | $5,323+4.1% | $7,189-22.9% | $7,234-23.4% |