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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 | $73,984 | $95,453-22.5% | $112,040-34.0% | $82,448-10.3% |
| Participation rate | 62.8% | 72.8%-10.0pp | 76.5%-13.7pp | 68.1%-5.3pp |
| Annual return | 15.47% | 23.92%-8.4pp | 24.52%-9.0pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,248 | $2,318-3.0% | $2,954-23.9% | $2,551-11.9% |
| Participant deferral / active EE | $5,444 | $4,224+28.9% | $5,098+6.8% | $4,139+31.5% |
| Admin fee / account holder | $9,271 | $9,013+2.9% | $12,098-23.4% | $7,234+28.2% |