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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 | $76,309 | $58,493+30.5% | $84,021-9.2% | $72,975+4.6% |
| Participation rate | 69.7% | 61.2%+8.5pp | 69.0%+0.7pp | 69.5%+0.2pp |
| Annual return | 21.60% | 28.93%-7.3pp | 71.32%-49.7pp | 81.01%-59.4pp |
| Employer contribution / active EE | $902 | $1,163-22.4% | $1,984-54.5% | $2,440-63.0% |
| Participant deferral / active EE | $2,809 | $2,394+17.3% | $3,239-13.3% | $3,608-22.1% |
| Admin fee / account holder | $1,966 | $4,569-57.0% | $6,102-67.8% | $5,124-61.6% |