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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 | $66,744 | $85,515-22.0% | $112,040-40.4% | $67,986-1.8% |
| Participation rate | 66.1% | 68.2%-2.1pp | 76.5%-10.4pp | 57.2%+8.9pp |
| Annual return | 22.11% | 29.68%-7.6pp | 24.52%-2.4pp | 31.67%-9.6pp |
| Employer contribution / active EE | $1,451 | $2,191-33.8% | $2,954-50.9% | $2,019-28.1% |
| Participant deferral / active EE | $4,579 | $4,014+14.1% | $5,098-10.2% | $3,358+36.3% |
| Admin fee / account holder | $4,236 | $3,774+12.2% | $12,098-65.0% | $3,203+32.2% |