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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 | $71,819 | $65,361+9.9% | $92,903-22.7% | $72,983-1.6% |
| Participation rate | 69.7% | 68.3%+1.4pp | 76.0%-6.3pp | 69.5%+0.2pp |
| Annual return | 21.58% | 42.11%-20.5pp | 109.43%-87.9pp | 81.01%-59.4pp |
| Employer contribution / active EE | $1,720 | $2,594-33.7% | $3,653-52.9% | $2,440-29.5% |
| Participant deferral / active EE | $3,999 | $3,128+27.8% | $4,238-5.6% | $3,608+10.8% |
| Admin fee / account holder | $1,924 | $4,251-54.7% | $5,795-66.8% | $5,124-62.5% |