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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 | $72,400 | $58,493+23.8% | $84,023-13.8% | $72,976-0.8% |
| Participation rate | 63.9% | 61.2%+2.7pp | 69.0%-5.1pp | 69.5%-5.6pp |
| Annual return | 26.90% | 28.93%-2.0pp | 71.32%-44.4pp | 81.02%-54.1pp |
| Employer contribution / active EE | $915 | $1,163-21.3% | $1,984-53.9% | $2,440-62.5% |
| Participant deferral / active EE | $2,192 | $2,394-8.4% | $3,239-32.3% | $3,608-39.2% |
| Admin fee / account holder | $1,597 | $4,569-65.0% | $6,102-73.8% | $5,124-68.8% |