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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 | $78,354 | $58,512+33.9% | $84,020-6.7% | $72,983+7.4% |
| Participation rate | 68.0% | 61.2%+6.8pp | 69.0%-1.0pp | 69.5%-1.5pp |
| Annual return | 20.73% | 28.93%-8.2pp | 71.31%-50.6pp | 81.01%-60.3pp |
| Employer contribution / active EE | $982 | $1,163-15.6% | $1,984-50.5% | $2,440-59.7% |
| Participant deferral / active EE | $2,922 | $2,394+22.1% | $3,239-9.8% | $3,608-19.0% |
| Admin fee / account holder | $375 | $4,569-91.8% | $6,101-93.9% | $5,124-92.7% |