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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 | $72,811 | $48,078+51.4% | $78,676-7.5% | $62,881+15.8% |
| Participation rate | 69.7% | 65.2%+4.5pp | 73.6%-3.9pp | 69.3%+0.4pp |
| Annual return | 5.32% | 31.36%-26.0pp | 62.19%-56.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $896 | $2,015-55.5% | $2,850-68.6% | $2,281-60.7% |
| Participant deferral / active EE | $3,260 | $2,587+26.0% | $3,517-7.3% | $3,203+1.8% |
| Admin fee / account holder | $1,119 | $3,206-65.1% | $4,510-75.2% | $4,296-74.0% |