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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 | $75,020 | $76,371-1.8% | $93,621-19.9% | $72,976+2.8% |
| Participation rate | 67.5% | 71.8%-4.3pp | 75.8%-8.3pp | 69.5%-2.0pp |
| Annual return | 21.15% | 25.82%-4.7pp | 32.76%-11.6pp | 81.02%-59.9pp |
| Employer contribution / active EE | $2,714 | $2,276+19.3% | $2,719-0.2% | $2,440+11.2% |
| Participant deferral / active EE | $5,760 | $3,538+62.8% | $4,070+41.5% | $3,608+59.7% |
| Admin fee / account holder | $1,285 | $6,839-81.2% | $7,890-83.7% | $5,124-74.9% |