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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 | $70,734 | $95,404-25.9% | $113,397-37.6% | $82,637-14.4% |
| Participation rate | 68.3% | 72.8%-4.5pp | 76.5%-8.2pp | 68.1%+0.3pp |
| Annual return | 21.94% | 19.08%+2.9pp | 23.20%-1.3pp | 53.51%-31.6pp |
| Employer contribution / active EE | $1,726 | $2,307-25.2% | $2,977-42.0% | $2,552-32.4% |
| Participant deferral / active EE | $4,740 | $4,220+12.3% | $5,076-6.6% | $4,126+14.9% |
| Admin fee / account holder | $3,883 | $9,168-57.6% | $11,957-67.5% | $7,339-47.1% |