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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 | $70,067 | $54,541+28.5% | $78,778-11.1% | $70,124-0.1% |
| Participation rate | 62.1% | 60.8%+1.3pp | 69.2%-7.1pp | 69.5%-7.5pp |
| Annual return | 14.50% | 21.07%-6.6pp | 35.62%-21.1pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,556 | $1,089+43.0% | $1,986-21.6% | $2,342-33.6% |
| Participant deferral / active EE | $2,537 | $2,210+14.8% | $2,958-14.2% | $3,332-23.9% |
| Admin fee / account holder | $2,015 | $3,709-45.7% | $5,134-60.8% | $4,645-56.6% |