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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 | $70,637 | $80,983-12.8% | $96,544-26.8% | $75,177-6.0% |
| Participation rate | 66.1% | 71.8%-5.7pp | 76.0%-9.9pp | 67.2%-1.1pp |
| Annual return | 18.65% | 27.05%-8.4pp | 25.88%-7.2pp | 160.75%-142.1pp |
| Employer contribution / active EE | $3,769 | $2,282+65.1% | $2,966+27.1% | $2,671+41.1% |
| Participant deferral / active EE | $6,519 | $3,929+65.9% | $4,851+34.4% | $4,126+58.0% |
| Admin fee / account holder | $6,799 | $6,717+1.2% | $8,254-17.6% | $5,651+20.3% |