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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 | $70,021 | $67,606+3.6% | $82,313-14.9% | $70,131-0.2% |
| Participation rate | 45.8% | 72.8%-27.0pp | 76.9%-31.1pp | 69.5%-23.8pp |
| Annual return | 23.27% | 21.57%+1.7pp | 25.88%-2.6pp | 73.14%-49.9pp |
| Employer contribution / active EE | $1,323 | $1,755-24.6% | $2,428-45.5% | $2,342-43.5% |
| Participant deferral / active EE | $3,473 | $2,987+16.3% | $3,706-6.3% | $3,332+4.3% |
| Admin fee / account holder | $9,912 | $4,512+119.7% | $5,608+76.7% | $4,645+113.4% |