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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 | $60,942 | $52,682+15.7% | $78,004-21.9% | $64,097-4.9% |
| Participation rate | 64.4% | 47.7%+16.6pp | 69.4%-5.1pp | 55.2%+9.2pp |
| Annual return | 19.44% | 22.45%-3.0pp | 31.07%-11.6pp | 34.64%-15.2pp |
| Employer contribution / active EE | $1,713 | $1,323+29.4% | $2,469-30.6% | $1,891-9.4% |
| Participant deferral / active EE | $2,886 | $2,346+23.0% | $4,092-29.5% | $3,080-6.3% |
| Admin fee / account holder | $3,830 | $5,420-29.3% | $7,578-49.5% | $3,454+10.9% |