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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 | $79,867-16.4% | $120,344-44.5% | $64,340+3.7% |
| Participation rate | 66.1% | 63.0%+3.1pp | 76.7%-10.6pp | 55.2%+10.8pp |
| Annual return | 22.11% | 21.10%+1.0pp | 20.30%+1.8pp | 24.14%-2.0pp |
| Employer contribution / active EE | $1,451 | $1,925-24.6% | $3,020-52.0% | $1,862-22.1% |
| Participant deferral / active EE | $4,579 | $3,593+27.4% | $5,135-10.8% | $2,980+53.6% |
| Admin fee / account holder | $4,236 | $5,039-15.9% | $12,742-66.8% | $3,703+14.4% |