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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 | $60,523 | $57,065+6.1% | $75,670-20.0% | $70,131-13.7% |
| Participation rate | 64.4% | 68.1%-3.7pp | 72.3%-7.9pp | 69.5%-5.1pp |
| Annual return | 16.37% | 23.57%-7.2pp | 27.34%-11.0pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,342 | $1,817-26.1% | $2,352-42.9% | $2,342-42.7% |
| Participant deferral / active EE | $2,305 | $2,580-10.7% | $3,142-26.7% | $3,332-30.8% |
| Admin fee / account holder | $1,332 | $3,825-65.2% | $5,800-77.0% | $4,645-71.3% |