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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 | $75,327 | $58,493+28.8% | $84,023-10.3% | $72,976+3.2% |
| Participation rate | 57.9% | 61.2%-3.3pp | 69.0%-11.1pp | 69.5%-11.6pp |
| Annual return | 20.50% | 28.93%-8.4pp | 71.32%-50.8pp | 81.02%-60.5pp |
| Employer contribution / active EE | $1,345 | $1,163+15.7% | $1,984-32.2% | $2,440-44.9% |
| Participant deferral / active EE | $3,732 | $2,394+55.9% | $3,239+15.2% | $3,608+3.4% |
| Admin fee / account holder | $997 | $4,569-78.2% | $6,102-83.7% | $5,124-80.5% |