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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 | $72,832 | $52,580+38.5% | $71,671+1.6% | $70,131+3.9% |
| Participation rate | 63.9% | 60.9%+3.0pp | 68.7%-4.9pp | 69.5%-5.7pp |
| Annual return | 14.25% | 20.25%-6.0pp | 20.65%-6.4pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,690 | $1,616+4.6% | $2,460-31.3% | $2,342-27.8% |
| Participant deferral / active EE | $2,755 | $2,386+15.5% | $3,438-19.9% | $3,332-17.3% |
| Admin fee / account holder | $3,955 | $3,653+8.3% | $5,558-28.9% | $4,645-14.9% |