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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 | $64,994 | $72,486-10.3% | $87,103-25.4% | $72,976-10.9% |
| Participation rate | 69.0% | 72.8%-3.8pp | 76.9%-7.9pp | 69.5%-0.5pp |
| Annual return | 25.28% | 24.46%+0.8pp | 28.19%-2.9pp | 81.02%-55.7pp |
| Employer contribution / active EE | $1,976 | $1,894+4.3% | $2,521-21.6% | $2,440-19.0% |
| Participant deferral / active EE | $3,323 | $3,270+1.6% | $4,049-17.9% | $3,608-7.9% |
| Admin fee / account holder | $21,072 | $5,055+316.9% | $7,491+181.3% | $5,124+311.2% |