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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 | $69,724 | $71,197-2.1% | $93,669-25.6% | $80,925-13.8% |
| Participation rate | 58.0% | 60.4%-2.4pp | 68.7%-10.7pp | 67.7%-9.7pp |
| Annual return | 20.88% | 11.27%+9.6pp | 133.59%-112.7pp | 35.65%-14.8pp |
| Employer contribution / active EE | $1,801 | $1,565+15.1% | $2,424-25.7% | $2,756-34.6% |
| Participant deferral / active EE | $4,273 | $4,036+5.9% | $4,416-3.2% | $4,299-0.6% |
| Admin fee / account holder | $6,549 | $6,959-5.9% | $8,291-21.0% | $6,940-5.6% |