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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 | $104,856 | $76,834+36.5% | $108,359-3.2% | $87,485+19.9% |
| Participation rate | 69.2% | 61.7%+7.5pp | 70.1%-0.9pp | 68.9%+0.3pp |
| Annual return | 17.60% | 19.09%-1.5pp | 36.89%-19.3pp | 26.06%-8.5pp |
| Employer contribution / active EE | $1,188 | $1,556-23.7% | $2,399-50.5% | $2,596-54.3% |
| Participant deferral / active EE | $2,867 | $3,100-7.5% | $4,137-30.7% | $4,274-32.9% |
| Admin fee / account holder | $477 | $6,537-92.7% | $9,741-95.1% | $7,775-93.9% |