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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 | $66,933 | $58,099+15.2% | $76,902-13.0% | $75,177-11.0% |
| Participation rate | 66.2% | 63.9%+2.3pp | 69.6%-3.4pp | 67.2%-1.0pp |
| Annual return | 19.95% | 26.71%-6.8pp | 37.91%-18.0pp | 160.75%-140.8pp |
| Employer contribution / active EE | $2,102 | $1,996+5.3% | $2,534-17.1% | $2,671-21.3% |
| Participant deferral / active EE | $4,066 | $2,999+35.6% | $3,833+6.1% | $4,126-1.5% |
| Admin fee / account holder | $1,835 | $4,778-61.6% | $5,479-66.5% | $5,651-67.5% |