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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 | $62,860 | $55,684+12.9% | $75,900-17.2% | $72,976-13.9% |
| Participation rate | 66.7% | 61.1%+5.5pp | 69.3%-2.6pp | 69.5%-2.8pp |
| Annual return | 22.97% | 27.60%-4.6pp | 30.73%-7.8pp | 81.02%-58.0pp |
| Employer contribution / active EE | $1,532 | $1,687-9.2% | $2,501-38.8% | $2,440-37.2% |
| Participant deferral / active EE | $2,481 | $2,634-5.8% | $3,604-31.2% | $3,608-31.2% |
| Admin fee / account holder | $6,671 | $3,981+67.6% | $5,421+23.1% | $5,124+30.2% |