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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 | $62,187 | $67,894-8.4% | $89,340-30.4% | $82,448-24.6% |
| Participation rate | 64.7% | 64.0%+0.7pp | 69.6%-4.9pp | 68.1%-3.4pp |
| Annual return | 16.63% | 19.21%-2.6pp | 20.57%-3.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $2,524 | $1,828+38.1% | $2,231+13.1% | $2,551-1.0% |
| Participant deferral / active EE | $5,411 | $3,072+76.1% | $3,823+41.5% | $4,139+30.7% |
| Admin fee / account holder | $4,771 | $5,723-16.6% | $6,704-28.8% | $7,234-34.0% |