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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 | $66,975 | $65,364+2.5% | $92,909-27.9% | $72,975-8.2% |
| Participation rate | 65.1% | 68.3%-3.3pp | 76.0%-10.9pp | 69.5%-4.4pp |
| Annual return | 19.75% | 42.11%-22.4pp | 109.44%-89.7pp | 81.01%-61.3pp |
| Employer contribution / active EE | $1,641 | $2,594-36.8% | $3,653-55.1% | $2,440-32.8% |
| Participant deferral / active EE | $3,483 | $3,128+11.4% | $4,238-17.8% | $3,608-3.4% |
| Admin fee / account holder | $3,047 | $4,251-28.3% | $5,795-47.4% | $5,124-40.5% |