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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 | $64,915 | $54,541+19.0% | $78,778-17.6% | $70,126-7.4% |
| Participation rate | 65.4% | 60.8%+4.6pp | 69.2%-3.8pp | 69.5%-4.2pp |
| Annual return | 15.37% | 21.07%-5.7pp | 35.62%-20.2pp | 73.15%-57.8pp |
| Employer contribution / active EE | $739 | $1,089-32.1% | $1,986-62.8% | $2,343-68.5% |
| Participant deferral / active EE | $2,674 | $2,210+21.0% | $2,958-9.6% | $3,332-19.7% |
| Admin fee / account holder | $5,415 | $3,709+46.0% | $5,134+5.5% | $4,645+16.6% |