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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 | $70,508 | $51,708+36.4% | $106,619-33.9% | $62,881+12.1% |
| Participation rate | 67.5% | 66.9%+0.6pp | 78.0%-10.5pp | 69.3%-1.8pp |
| Annual return | 6.79% | 4.69%+2.1pp | 9.42%-2.6pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,914 | $1,764+8.5% | $3,947-51.5% | $2,281-16.1% |
| Participant deferral / active EE | $4,197 | $2,315+81.3% | $3,930+6.8% | $3,203+31.0% |
| Admin fee / account holder | $1,027 | $3,349-69.3% | $6,418-84.0% | $4,296-76.1% |