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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 | $76,685 | $72,471+5.8% | $94,215-18.6% | $86,983-11.8% |
| Participation rate | 67.3% | 63.9%+3.5pp | 70.0%-2.6pp | 69.5%-2.2pp |
| Annual return | 14.96% | 26.44%-11.5pp | 28.22%-13.3pp | 25.83%-10.9pp |
| Employer contribution / active EE | $1,319 | $1,936-31.9% | $2,675-50.7% | $2,584-49.0% |
| Participant deferral / active EE | $2,269 | $3,397-33.2% | $4,276-46.9% | $4,194-45.9% |
| Admin fee / account holder | $2,164 | $6,468-66.5% | $10,216-78.8% | $7,856-72.4% |