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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 | $67,610 | $78,428-13.8% | $95,960-29.5% | $79,852-15.3% |
| Participation rate | 69.2% | 73.5%-4.3pp | 77.1%-7.8pp | 69.6%-0.4pp |
| Annual return | 10.83% | 19.37%-8.5pp | 91.63%-80.8pp | 31.72%-20.9pp |
| Employer contribution / active EE | $1,806 | $1,945-7.2% | $2,541-28.9% | $2,471-26.9% |
| Participant deferral / active EE | $3,421 | $3,440-0.6% | $4,167-17.9% | $3,740-8.5% |
| Admin fee / account holder | $757 | $5,622-86.5% | $6,797-88.9% | $5,306-85.7% |