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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 | $67,090 | $72,273-7.2% | $101,275-33.8% | $79,856-16.0% |
| Participation rate | 66.2% | 68.5%-2.3pp | 75.8%-9.7pp | 69.6%-3.5pp |
| Annual return | 22.42% | 22.30%+0.1pp | 46.48%-24.1pp | 31.71%-9.3pp |
| Employer contribution / active EE | $2,090 | $2,691-22.4% | $3,660-42.9% | $2,471-15.4% |
| Participant deferral / active EE | $4,918 | $3,282+49.9% | $4,371+12.5% | $3,741+31.5% |
| Admin fee / account holder | $6,853 | $4,401+55.7% | $5,948+15.2% | $5,306+29.1% |