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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 | $77,015 | $74,535+3.3% | $100,712-23.5% | $82,637-6.8% |
| Participation rate | 68.8% | 61.2%+7.6pp | 69.3%-0.5pp | 68.1%+0.7pp |
| Annual return | 18.64% | 18.92%-0.3pp | 33.27%-14.6pp | 53.51%-34.9pp |
| Employer contribution / active EE | $1,136 | $1,503-24.4% | $2,313-50.9% | $2,552-55.5% |
| Participant deferral / active EE | $3,908 | $3,074+27.2% | $4,085-4.3% | $4,126-5.3% |
| Admin fee / account holder | $4,042 | $6,576-38.5% | $9,256-56.3% | $7,339-44.9% |