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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 | $66,224 | $64,920+2.0% | $103,693-36.1% | $86,983-23.9% |
| Participation rate | 63.0% | 63.6%-0.6pp | 72.6%-9.7pp | 69.5%-6.6pp |
| Annual return | 16.71% | 30.29%-13.6pp | 47.61%-30.9pp | 25.83%-9.1pp |
| Employer contribution / active EE | $1,246 | $2,141-41.8% | $2,920-57.3% | $2,584-51.8% |
| Participant deferral / active EE | $7,182 | $3,241+121.6% | $4,579+56.8% | $4,194+71.3% |
| Admin fee / account holder | $478 | $6,191-92.3% | $7,858-93.9% | $7,856-93.9% |