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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 | $69,948 | $57,119+22.5% | $85,187-17.9% | $80,935-13.6% |
| Participation rate | 67.1% | 56.4%+10.7pp | 67.5%-0.4pp | 67.7%-0.6pp |
| Annual return | 12.06% | 21.70%-9.6pp | 66.67%-54.6pp | 35.66%-23.6pp |
| Employer contribution / active EE | $1,796 | $1,802-0.3% | $2,732-34.3% | $2,757-34.8% |
| Participant deferral / active EE | $2,944 | $3,115-5.5% | $4,525-34.9% | $4,299-31.5% |
| Admin fee / account holder | $3,565 | $4,990-28.5% | $6,162-42.1% | $6,924-48.5% |