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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 | $74,858 | $75,541-0.9% | $152,093-50.8% | $82,637-9.4% |
| Participation rate | 69.0% | 66.5%+2.4pp | 77.8%-8.8pp | 68.1%+0.9pp |
| Annual return | 20.38% | 32.56%-12.2pp | 66.36%-46.0pp | 53.51%-33.1pp |
| Employer contribution / active EE | $1,739 | $2,622-33.7% | $4,175-58.3% | $2,552-31.9% |
| Participant deferral / active EE | $4,741 | $3,206+47.9% | $5,451-13.0% | $4,126+14.9% |
| Admin fee / account holder | $4,475 | $6,405-30.1% | $14,497-69.1% | $7,339-39.0% |