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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 | $68,162 | $54,541+25.0% | $78,778-13.5% | $70,126-2.8% |
| Participation rate | 68.8% | 60.8%+8.0pp | 69.2%-0.4pp | 69.5%-0.8pp |
| Annual return | 16.29% | 21.07%-4.8pp | 35.62%-19.3pp | 73.15%-56.9pp |
| Employer contribution / active EE | $831 | $1,089-23.7% | $1,986-58.2% | $2,343-64.5% |
| Participant deferral / active EE | $2,677 | $2,210+21.1% | $2,958-9.5% | $3,332-19.6% |
| Admin fee / account holder | $867 | $3,709-76.6% | $5,134-83.1% | $4,645-81.3% |