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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 | $77,430 | $54,541+42.0% | $78,778-1.7% | $70,126+10.4% |
| Participation rate | 67.7% | 60.8%+6.9pp | 69.2%-1.5pp | 69.5%-1.8pp |
| Annual return | 18.13% | 21.07%-2.9pp | 35.62%-17.5pp | 73.15%-55.0pp |
| Employer contribution / active EE | $1,718 | $1,089+57.8% | $1,986-13.5% | $2,343-26.7% |
| Participant deferral / active EE | $2,634 | $2,210+19.2% | $2,958-11.0% | $3,332-20.9% |
| Admin fee / account holder | $1,890 | $3,709-49.0% | $5,134-63.2% | $4,645-59.3% |