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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 | $73,456 | $80,985-9.3% | $96,576-23.9% | $75,181-2.3% |
| Participation rate | 60.7% | 71.8%-11.1pp | 76.0%-15.3pp | 67.2%-6.5pp |
| Annual return | 15.50% | 27.05%-11.5pp | 25.87%-10.4pp | 160.69%-145.2pp |
| Employer contribution / active EE | $1,936 | $2,282-15.2% | $2,965-34.7% | $2,671-27.5% |
| Participant deferral / active EE | $5,218 | $3,929+32.8% | $4,851+7.6% | $4,126+26.5% |
| Admin fee / account holder | $5,224 | $6,719-22.2% | $8,253-36.7% | $5,650-7.5% |