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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 | $77,814-3.8% | $158,223-52.7% | $86,983-13.9% |
| Participation rate | 69.0% | 68.4%+0.5pp | 79.2%-10.2pp | 69.5%-0.6pp |
| Annual return | 20.38% | 30.54%-10.2pp | 52.09%-31.7pp | 25.83%-5.4pp |
| Employer contribution / active EE | $1,739 | $2,592-32.9% | $4,109-57.7% | $2,584-32.7% |
| Participant deferral / active EE | $4,741 | $3,270+45.0% | $5,467-13.3% | $4,194+13.0% |
| Admin fee / account holder | $4,475 | $5,879-23.9% | $16,047-72.1% | $7,856-43.0% |