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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 | $62,977 | $70,418-10.6% | $96,570-34.8% | $85,847-26.6% |
| Participation rate | 69.7% | 61.8%+7.9pp | 69.8%-0.1pp | 69.3%+0.4pp |
| Annual return | 22.94% | 18.59%+4.3pp | 37.79%-14.9pp | 318.61%-295.7pp |
| Employer contribution / active EE | $1,800 | $1,413+27.4% | $2,357-23.6% | $2,565-29.8% |
| Participant deferral / active EE | $4,261 | $2,894+47.2% | $3,849+10.7% | $3,952+7.8% |
| Admin fee / account holder | $778 | $4,995-84.4% | $6,182-87.4% | $6,261-87.6% |