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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 | $67,278 | $65,364+2.9% | $92,909-27.6% | $72,975-7.8% |
| Participation rate | 61.3% | 68.3%-7.1pp | 76.0%-14.8pp | 69.5%-8.2pp |
| Annual return | 19.03% | 42.11%-23.1pp | 109.44%-90.4pp | 81.01%-62.0pp |
| Employer contribution / active EE | $2,567 | $2,594-1.1% | $3,653-29.7% | $2,440+5.2% |
| Participant deferral / active EE | $3,030 | $3,128-3.2% | $4,238-28.5% | $3,608-16.0% |
| Admin fee / account holder | $1,198 | $4,251-71.8% | $5,795-79.3% | $5,124-76.6% |