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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 | $65,092 | $67,602-3.7% | $82,312-20.9% | $70,126-7.2% |
| Participation rate | 69.4% | 72.8%-3.4pp | 76.9%-7.5pp | 69.5%-0.1pp |
| Annual return | 15.93% | 21.57%-5.6pp | 25.88%-9.9pp | 73.15%-57.2pp |
| Employer contribution / active EE | $1,656 | $1,755-5.6% | $2,428-31.8% | $2,343-29.3% |
| Participant deferral / active EE | $3,294 | $2,987+10.3% | $3,706-11.1% | $3,332-1.1% |
| Admin fee / account holder | $13,813 | $4,512+206.2% | $5,608+146.3% | $4,645+197.3% |