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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 | $70,496 | $72,273-2.5% | $101,275-30.4% | $79,856-11.7% |
| Participation rate | 68.0% | 68.5%-0.5pp | 75.8%-7.8pp | 69.6%-1.6pp |
| Annual return | 21.18% | 22.30%-1.1pp | 46.48%-25.3pp | 31.71%-10.5pp |
| Employer contribution / active EE | $1,841 | $2,691-31.6% | $3,660-49.7% | $2,471-25.5% |
| Participant deferral / active EE | $4,169 | $3,282+27.1% | $4,371-4.6% | $3,741+11.5% |
| Admin fee / account holder | $2,968 | $4,401-32.6% | $5,948-50.1% | $5,306-44.1% |