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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 | $67,260 | $64,517+4.3% | $81,438-17.4% | $80,874-16.8% |
| Participation rate | 69.2% | 63.9%+5.3pp | 69.5%-0.3pp | 67.6%+1.6pp |
| Annual return | 11.32% | 16.35%-5.0pp | 24.74%-13.4pp | 35.62%-24.3pp |
| Employer contribution / active EE | $1,497 | $1,982-24.5% | $2,460-39.1% | $2,756-45.7% |
| Participant deferral / active EE | $3,321 | $3,096+7.3% | $3,883-14.5% | $4,297-22.7% |
| Admin fee / account holder | $1,253 | $5,677-77.9% | $5,764-78.3% | $6,935-81.9% |