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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 | $73,178 | $52,279+40.0% | $89,414-18.2% | $79,852-8.4% |
| Participation rate | 67.5% | 57.5%+10.0pp | 68.0%-0.5pp | 69.6%-2.1pp |
| Annual return | 19.09% | 22.16%-3.1pp | 245.50%-226.4pp | 31.72%-12.6pp |
| Employer contribution / active EE | $1,025 | $1,572-34.8% | $2,586-60.4% | $2,471-58.5% |
| Participant deferral / active EE | $3,819 | $2,740+39.4% | $3,890-1.8% | $3,740+2.1% |
| Admin fee / account holder | $3,429 | $3,356+2.2% | $4,883-29.8% | $5,306-35.4% |