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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 | $66,280 | $65,364+1.4% | $92,909-28.7% | $72,975-9.2% |
| Participation rate | 64.1% | 68.3%-4.3pp | 76.0%-11.9pp | 69.5%-5.4pp |
| Annual return | 32.69% | 42.11%-9.4pp | 109.44%-76.8pp | 81.01%-48.3pp |
| Employer contribution / active EE | $1,877 | $2,594-27.7% | $3,653-48.6% | $2,440-23.1% |
| Participant deferral / active EE | $3,493 | $3,128+11.7% | $4,238-17.6% | $3,608-3.2% |
| Admin fee / account holder | $3,364 | $4,251-20.9% | $5,795-42.0% | $5,124-34.4% |