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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 | $69,444+10.4% | $92,985-17.5% | $87,485-12.3% |
| Participation rate | 67.3% | 63.3%+4.0pp | 69.5%-2.2pp | 68.9%-1.6pp |
| Annual return | 14.96% | 23.85%-8.9pp | 27.99%-13.0pp | 26.06%-11.1pp |
| Employer contribution / active EE | $1,319 | $1,917-31.2% | $2,662-50.5% | $2,596-49.2% |
| Participant deferral / active EE | $2,269 | $3,364-32.6% | $4,377-48.2% | $4,274-46.9% |
| Admin fee / account holder | $2,164 | $6,137-64.7% | $9,463-77.1% | $7,775-72.2% |