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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 | $64,769 | $64,920-0.2% | $103,693-37.5% | $86,983-25.5% |
| Participation rate | 64.6% | 63.6%+1.0pp | 72.6%-8.0pp | 69.5%-4.9pp |
| Annual return | 18.44% | 30.29%-11.9pp | 47.61%-29.2pp | 25.83%-7.4pp |
| Employer contribution / active EE | $2,644 | $2,141+23.5% | $2,920-9.5% | $2,584+2.3% |
| Participant deferral / active EE | $4,383 | $3,241+35.2% | $4,579-4.3% | $4,194+4.5% |
| Admin fee / account holder | $1,918 | $6,191-69.0% | $7,858-75.6% | $7,856-75.6% |