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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 | $65,964 | $59,440+11.0% | $78,004-15.4% | $82,637-20.2% |
| Participation rate | 63.2% | 62.8%+0.3pp | 69.4%-6.3pp | 68.1%-4.9pp |
| Annual return | 13.02% | 40.24%-27.2pp | 31.07%-18.0pp | 53.51%-40.5pp |
| Employer contribution / active EE | $1,740 | $1,750-0.6% | $2,469-29.5% | $2,552-31.8% |
| Participant deferral / active EE | $4,448 | $3,138+41.7% | $4,092+8.7% | $4,126+7.8% |
| Admin fee / account holder | $23,817 | $5,504+332.7% | $7,578+214.3% | $7,339+224.5% |