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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 | $58,899 | $60,352-2.4% | $74,185-20.6% | $62,881-6.3% |
| Participation rate | 65.6% | 72.7%-7.1pp | 76.6%-11.0pp | 69.3%-3.7pp |
| Annual return | 6.25% | 21.37%-15.1pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,714 | $1,680+2.0% | $2,370-27.7% | $2,281-24.9% |
| Participant deferral / active EE | $3,014 | $2,856+5.5% | $3,550-15.1% | $3,203-5.9% |
| Admin fee / account holder | $5,642 | $4,261+32.4% | $5,586+1.0% | $4,296+31.3% |