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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 | $67,107 | $81,446-17.6% | $103,374-35.1% | $80,874-17.0% |
| Participation rate | 66.1% | 66.9%-0.8pp | 74.5%-8.4pp | 67.6%-1.6pp |
| Annual return | 12.94% | 25.57%-12.6pp | 24.89%-11.9pp | 35.62%-22.7pp |
| Employer contribution / active EE | $1,979 | $3,107-36.3% | $3,869-48.9% | $2,756-28.2% |
| Participant deferral / active EE | $7,223 | $3,870+86.7% | $5,058+42.8% | $4,297+68.1% |
| Admin fee / account holder | $10,947 | $6,715+63.0% | $8,394+30.4% | $6,935+57.9% |