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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 | $67,147 | $71,230-5.7% | $93,727-28.4% | $80,959-17.1% |
| Participation rate | 57.6% | 60.4%-2.8pp | 68.7%-11.1pp | 67.7%-10.1pp |
| Annual return | 10.05% | 11.26%-1.2pp | 133.83%-123.8pp | 35.67%-25.6pp |
| Employer contribution / active EE | $1,983 | $1,565+26.7% | $2,421-18.1% | $2,757-28.1% |
| Participant deferral / active EE | $4,979 | $4,037+23.3% | $4,417+12.7% | $4,300+15.8% |
| Admin fee / account holder | $5,962 | $6,961-14.3% | $8,292-28.1% | $6,925-13.9% |