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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 | $68,718 | $71,353-3.7% | $92,805-26.0% | $86,983-21.0% |
| Participation rate | 68.0% | 80.9%-12.9pp | 83.5%-15.5pp | 69.5%-1.5pp |
| Annual return | 21.05% | 44.68%-23.6pp | 31.59%-10.5pp | 25.83%-4.8pp |
| Employer contribution / active EE | $2,561 | $2,468+3.8% | $3,424-25.2% | $2,584-0.9% |
| Participant deferral / active EE | $6,915 | $6,966-0.7% | $8,448-18.1% | $4,194+64.9% |
| Admin fee / account holder | $587 | $6,099-90.4% | $10,911-94.6% | $7,856-92.5% |