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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 | $70,429 | $80,992-13.0% | $96,534-27.0% | $75,173-6.3% |
| Participation rate | 67.1% | 71.8%-4.7pp | 76.0%-8.9pp | 67.2%-0.1pp |
| Annual return | 19.99% | 27.05%-7.1pp | 25.88%-5.9pp | 160.72%-140.7pp |
| Employer contribution / active EE | $1,390 | $2,283-39.1% | $2,965-53.1% | $2,671-47.9% |
| Participant deferral / active EE | $7,763 | $3,929+97.6% | $4,851+60.0% | $4,126+88.1% |
| Admin fee / account holder | $5,115 | $6,717-23.8% | $8,253-38.0% | $5,651-9.5% |