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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 | $62,949 | $65,364-3.7% | $92,909-32.2% | $72,975-13.7% |
| Participation rate | 66.7% | 68.3%-1.6pp | 76.0%-9.3pp | 69.5%-2.8pp |
| Annual return | 23.14% | 42.11%-19.0pp | 109.44%-86.3pp | 81.01%-57.9pp |
| Employer contribution / active EE | $2,152 | $2,594-17.1% | $3,653-41.1% | $2,440-11.8% |
| Participant deferral / active EE | $4,248 | $3,128+35.8% | $4,238+0.2% | $3,608+17.8% |
| Admin fee / account holder | $756 | $4,251-82.2% | $5,795-87.0% | $5,124-85.2% |