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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 | $64,449 | $67,411-4.4% | $91,004-29.2% | $70,126-8.1% |
| Participation rate | 69.2% | 71.4%-2.1pp | 75.6%-6.4pp | 69.5%-0.3pp |
| Annual return | 16.55% | -40.16%+56.7pp | 4.60%+11.9pp | 73.15%-56.6pp |
| Employer contribution / active EE | $1,621 | $1,786-9.3% | $2,456-34.0% | $2,343-30.8% |
| Participant deferral / active EE | $2,757 | $2,823-2.3% | $3,548-22.3% | $3,332-17.2% |
| Admin fee / account holder | $2,489 | $4,236-41.2% | $5,417-54.1% | $4,645-46.4% |