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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 | $71,411 | $72,027-0.9% | $185,835-61.6% | $79,852-10.6% |
| Participation rate | 64.3% | 65.8%-1.5pp | 78.0%-13.8pp | 69.6%-5.4pp |
| Annual return | 19.69% | 23.13%-3.4pp | 35.96%-16.3pp | 31.72%-12.0pp |
| Employer contribution / active EE | $2,165 | $1,965+10.2% | $4,087-47.0% | $2,471-12.4% |
| Participant deferral / active EE | $4,931 | $3,780+30.5% | $5,633-12.5% | $3,740+31.8% |
| Admin fee / account holder | $11,034 | $4,513+144.5% | $9,502+16.1% | $5,306+108.0% |