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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 | $85,739 | $72,269+18.6% | $101,271-15.3% | $79,852+7.4% |
| Participation rate | 68.6% | 68.5%+0.1pp | 75.8%-7.2pp | 69.6%-1.1pp |
| Annual return | 11.56% | 22.29%-10.7pp | 46.48%-34.9pp | 31.72%-20.2pp |
| Employer contribution / active EE | $1,538 | $2,692-42.8% | $3,660-58.0% | $2,471-37.7% |
| Participant deferral / active EE | $3,370 | $3,282+2.7% | $4,371-22.9% | $3,740-9.9% |
| Admin fee / account holder | $1,265 | $4,401-71.3% | $5,948-78.7% | $5,306-76.2% |