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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 | $65,929 | $71,215-7.4% | $93,696-29.6% | $80,935-18.5% |
| Participation rate | 65.9% | 60.4%+5.5pp | 68.7%-2.8pp | 67.7%-1.8pp |
| Annual return | 13.78% | 11.27%+2.5pp | 133.74%-120.0pp | 35.66%-21.9pp |
| Employer contribution / active EE | $2,011 | $1,565+28.5% | $2,422-17.0% | $2,757-27.0% |
| Participant deferral / active EE | $4,969 | $4,037+23.1% | $4,417+12.5% | $4,299+15.6% |
| Admin fee / account holder | $2,230 | $6,958-68.0% | $8,287-73.1% | $6,924-67.8% |