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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 | $65,958 | $69,383-4.9% | $101,275-34.9% | $73,497-10.3% |
| Participation rate | 59.5% | 68.4%-8.9pp | 75.8%-16.3pp | 70.7%-11.2pp |
| Annual return | 38.54% | 18.46%+20.1pp | 46.48%-7.9pp | 28.51%+10.0pp |
| Employer contribution / active EE | $2,846 | $2,628+8.3% | $3,660-22.2% | $2,270+25.4% |
| Participant deferral / active EE | $4,379 | $3,301+32.7% | $4,371+0.2% | $3,740+17.1% |
| Admin fee / account holder | $976 | $704+38.6% | $5,948-83.6% | $513+90.2% |