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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 | $63,845+5.3% | $81,370-17.3% | $80,959-16.9% |
| Participation rate | 69.2% | 63.9%+5.4pp | 69.5%-0.3pp | 67.7%+1.6pp |
| Annual return | 11.32% | 16.37%-5.1pp | 24.85%-13.5pp | 35.67%-24.4pp |
| Employer contribution / active EE | $1,497 | $1,980-24.4% | $2,464-39.2% | $2,757-45.7% |
| Participant deferral / active EE | $3,321 | $3,093+7.4% | $3,885-14.5% | $4,300-22.8% |
| Admin fee / account holder | $1,253 | $5,688-78.0% | $5,749-78.2% | $6,925-81.9% |