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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 | $63,169 | $71,197-11.3% | $93,669-32.6% | $80,925-21.9% |
| Participation rate | 59.1% | 60.4%-1.3pp | 68.7%-9.6pp | 67.7%-8.6pp |
| Annual return | 20.63% | 11.27%+9.4pp | 133.59%-113.0pp | 35.65%-15.0pp |
| Employer contribution / active EE | $2,015 | $1,565+28.8% | $2,424-16.9% | $2,756-26.9% |
| Participant deferral / active EE | $4,324 | $4,036+7.2% | $4,416-2.1% | $4,299+0.6% |
| Admin fee / account holder | $3,306 | $6,959-52.5% | $8,291-60.1% | $6,940-52.4% |