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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 | $59,515 | $67,602-12.0% | $82,312-27.7% | $70,126-15.1% |
| Participation rate | 69.2% | 72.8%-3.5pp | 76.9%-7.7pp | 69.5%-0.3pp |
| Annual return | 20.36% | 21.57%-1.2pp | 25.88%-5.5pp | 73.15%-52.8pp |
| Employer contribution / active EE | $1,638 | $1,755-6.7% | $2,428-32.5% | $2,343-30.1% |
| Participant deferral / active EE | $4,393 | $2,987+47.1% | $3,706+18.5% | $3,332+31.8% |
| Admin fee / account holder | $1,021 | $4,512-77.4% | $5,608-81.8% | $4,645-78.0% |