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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 | $71,606 | $72,273-0.9% | $101,275-29.3% | $79,856-10.3% |
| Participation rate | 67.6% | 68.5%-0.9pp | 75.8%-8.2pp | 69.6%-2.0pp |
| Annual return | 23.98% | 22.30%+1.7pp | 46.48%-22.5pp | 31.71%-7.7pp |
| Employer contribution / active EE | $2,121 | $2,691-21.2% | $3,660-42.0% | $2,471-14.2% |
| Participant deferral / active EE | $8,073 | $3,282+146.0% | $4,371+84.7% | $3,741+115.8% |
| Admin fee / account holder | $4,908 | $4,401+11.5% | $5,948-17.5% | $5,306-7.5% |