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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 | $79,780 | $97,550-18.2% | $120,344-33.7% | $87,485-8.8% |
| Participation rate | 69.2% | 72.8%-3.6pp | 76.7%-7.5pp | 68.9%+0.3pp |
| Annual return | 20.29% | 18.41%+1.9pp | 20.30%0pp | 26.06%-5.8pp |
| Employer contribution / active EE | $1,923 | $2,291-16.1% | $3,020-36.3% | $2,596-25.9% |
| Participant deferral / active EE | $4,528 | $4,230+7.0% | $5,135-11.8% | $4,274+5.9% |
| Admin fee / account holder | $1,552 | $9,543-83.7% | $12,742-87.8% | $7,775-80.0% |