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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 | $72,607-14.4% | $90,259-31.1% | $87,485-28.9% |
| Participation rate | 64.7% | 64.8%-0.1pp | 70.7%-6.0pp | 68.9%-4.2pp |
| Annual return | 16.63% | 18.59%-2.0pp | 18.88%-2.2pp | 26.06%-9.4pp |
| Employer contribution / active EE | $2,524 | $1,919+31.5% | $2,291+10.2% | $2,596-2.8% |
| Participant deferral / active EE | $5,411 | $3,055+77.1% | $3,827+41.4% | $4,274+26.6% |
| Admin fee / account holder | $4,771 | $5,947-19.8% | $7,267-34.3% | $7,775-38.6% |