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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 | $66,658 | $65,361+2.0% | $92,903-28.3% | $72,983-8.7% |
| Participation rate | 60.5% | 68.3%-7.8pp | 76.0%-15.5pp | 69.5%-9.0pp |
| Annual return | 23.49% | 42.11%-18.6pp | 109.43%-85.9pp | 81.01%-57.5pp |
| Employer contribution / active EE | $1,372 | $2,594-47.1% | $3,653-62.4% | $2,440-43.8% |
| Participant deferral / active EE | $3,316 | $3,128+6.0% | $4,238-21.8% | $3,608-8.1% |
| Admin fee / account holder | $1,338 | $4,251-68.5% | $5,795-76.9% | $5,124-73.9% |