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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 | $69,041 | $72,269-4.5% | $101,271-31.8% | $79,852-13.5% |
| Participation rate | 62.5% | 68.5%-6.0pp | 75.8%-13.3pp | 69.6%-7.1pp |
| Annual return | 20.06% | 22.29%-2.2pp | 46.48%-26.4pp | 31.72%-11.7pp |
| Employer contribution / active EE | $2,107 | $2,692-21.7% | $3,660-42.4% | $2,471-14.7% |
| Participant deferral / active EE | $3,254 | $3,282-0.9% | $4,371-25.6% | $3,740-13.0% |
| Admin fee / account holder | $530 | $4,401-87.9% | $5,948-91.1% | $5,306-90.0% |