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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 | $84,147 | $81,233+3.6% | $155,567-45.9% | $80,874+4.0% |
| Participation rate | 68.1% | 66.2%+1.9pp | 78.2%-10.1pp | 67.6%+0.4pp |
| Annual return | 13.44% | 33.33%-19.9pp | 64.74%-51.3pp | 35.62%-22.2pp |
| Employer contribution / active EE | $2,059 | $3,101-33.6% | $4,674-55.9% | $2,756-25.3% |
| Participant deferral / active EE | $3,636 | $3,452+5.3% | $5,628-35.4% | $4,297-15.4% |
| Admin fee / account holder | $1,588 | $7,998-80.1% | $15,916-90.0% | $6,935-77.1% |