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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 | $67,856 | $52,580+29.1% | $71,671-5.3% | $70,126-3.2% |
| Participation rate | 56.5% | 60.9%-4.4pp | 68.7%-12.2pp | 69.5%-13.0pp |
| Annual return | 20.45% | 20.25%+0.2pp | 20.65%-0.2pp | 73.15%-52.7pp |
| Employer contribution / active EE | $1,629 | $1,616+0.8% | $2,460-33.8% | $2,343-30.5% |
| Participant deferral / active EE | $3,879 | $2,386+62.5% | $3,438+12.8% | $3,332+16.4% |
| Admin fee / account holder | $5,854 | $3,653+60.3% | $5,558+5.3% | $4,645+26.0% |