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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 | $60,694 | $78,428-22.6% | $95,960-36.8% | $79,852-24.0% |
| Participation rate | 69.2% | 73.5%-4.3pp | 77.1%-7.8pp | 69.6%-0.4pp |
| Annual return | 16.21% | 19.37%-3.2pp | 91.63%-75.4pp | 31.72%-15.5pp |
| Employer contribution / active EE | $1,893 | $1,945-2.7% | $2,541-25.5% | $2,471-23.4% |
| Participant deferral / active EE | $4,111 | $3,440+19.5% | $4,167-1.3% | $3,740+9.9% |
| Admin fee / account holder | $5,095 | $5,622-9.4% | $6,797-25.0% | $5,306-4.0% |