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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 | $69,862 | $57,590+21.3% | $86,233-19.0% | $82,448-15.3% |
| Participation rate | 68.8% | 57.9%+10.9pp | 69.0%-0.3pp | 68.1%+0.7pp |
| Annual return | 20.41% | 22.41%-2.0pp | 61.39%-41.0pp | 41.64%-21.2pp |
| Employer contribution / active EE | $1,940 | $1,655+17.2% | $2,504-22.5% | $2,551-23.9% |
| Participant deferral / active EE | $4,150 | $3,080+34.7% | $4,559-9.0% | $4,139+0.3% |
| Admin fee / account holder | $1,681 | $4,730-64.5% | $8,342-79.8% | $7,234-76.8% |