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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 | $78,197-12.1% | $98,090-29.9% | $82,637-16.8% |
| Participation rate | 68.0% | 77.5%-9.5pp | 81.5%-13.5pp | 68.1%-0.1pp |
| Annual return | 21.05% | 40.25%-19.2pp | 37.05%-16.0pp | 53.51%-32.5pp |
| Employer contribution / active EE | $2,561 | $2,605-1.7% | $3,606-29.0% | $2,552+0.4% |
| Participant deferral / active EE | $6,915 | $6,636+4.2% | $7,845-11.9% | $4,126+67.6% |
| Admin fee / account holder | $587 | $14,832-96.0% | $11,815-95.0% | $7,339-92.0% |