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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 | $70,476 | $67,602+4.3% | $82,312-14.4% | $70,126+0.5% |
| Participation rate | 61.8% | 72.8%-11.0pp | 76.9%-15.1pp | 69.5%-7.8pp |
| Annual return | 18.18% | 21.57%-3.4pp | 25.88%-7.7pp | 73.15%-55.0pp |
| Employer contribution / active EE | $1,385 | $1,755-21.1% | $2,428-43.0% | $2,343-40.9% |
| Participant deferral / active EE | $2,573 | $2,987-13.9% | $3,706-30.6% | $3,332-22.8% |
| Admin fee / account holder | $474 | $4,512-89.5% | $5,608-91.5% | $4,645-89.8% |