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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 | $70,896 | $81,262-12.8% | $155,602-54.4% | $80,911-12.4% |
| Participation rate | 67.3% | 66.2%+1.1pp | 78.2%-10.9pp | 67.6%-0.3pp |
| Annual return | 14.01% | 33.34%-19.3pp | 64.81%-50.8pp | 35.63%-21.6pp |
| Employer contribution / active EE | $1,739 | $3,102-43.9% | $4,675-62.8% | $2,756-36.9% |
| Participant deferral / active EE | $3,881 | $3,451+12.5% | $5,629-31.0% | $4,297-9.7% |
| Admin fee / account holder | $2,913 | $7,992-63.6% | $15,923-81.7% | $6,935-58.0% |