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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 | $74,651 | $54,763+36.3% | $90,324-17.4% | $72,976+2.3% |
| Participation rate | 62.5% | 65.2%-2.7pp | 73.3%-10.8pp | 69.5%-7.0pp |
| Annual return | 25.80% | 30.63%-4.8pp | 78.15%-52.4pp | 81.02%-55.2pp |
| Employer contribution / active EE | $1,780 | $2,093-15.0% | $2,856-37.7% | $2,440-27.0% |
| Participant deferral / active EE | $2,787 | $2,887-3.5% | $3,885-28.3% | $3,608-22.8% |
| Admin fee / account holder | $1,212 | $3,973-69.5% | $5,356-77.4% | $5,124-76.3% |