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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 | $62,020 | $67,602-8.3% | $82,312-24.7% | $70,126-11.6% |
| Participation rate | 69.0% | 72.8%-3.8pp | 76.9%-7.9pp | 69.5%-0.6pp |
| Annual return | 20.09% | 21.57%-1.5pp | 25.88%-5.8pp | 73.15%-53.1pp |
| Employer contribution / active EE | $1,743 | $1,755-0.7% | $2,428-28.2% | $2,343-25.6% |
| Participant deferral / active EE | $4,096 | $2,987+37.1% | $3,706+10.5% | $3,332+22.9% |
| Admin fee / account holder | $1,483 | $4,512-67.1% | $5,608-73.5% | $4,645-68.1% |