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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 | $74,384 | $65,364+13.8% | $92,909-19.9% | $72,975+1.9% |
| Participation rate | 68.9% | 68.3%+0.6pp | 76.0%-7.1pp | 69.5%-0.6pp |
| Annual return | 17.83% | 42.11%-24.3pp | 109.44%-91.6pp | 81.01%-63.2pp |
| Employer contribution / active EE | $1,029 | $2,594-60.3% | $3,653-71.8% | $2,440-57.8% |
| Participant deferral / active EE | $2,278 | $3,128-27.2% | $4,238-46.2% | $3,608-36.9% |
| Admin fee / account holder | $2,564 | $4,251-39.7% | $5,795-55.8% | $5,124-50.0% |