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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 | $97,550-24.2% | $120,344-38.5% | $87,485-15.4% |
| Participation rate | 62.8% | 72.8%-10.0pp | 76.7%-13.9pp | 68.9%-6.1pp |
| Annual return | 15.47% | 18.41%-2.9pp | 20.30%-4.8pp | 26.06%-10.6pp |
| Employer contribution / active EE | $2,248 | $2,291-1.9% | $3,020-25.6% | $2,596-13.4% |
| Participant deferral / active EE | $5,444 | $4,230+28.7% | $5,135+6.0% | $4,274+27.4% |
| Admin fee / account holder | $9,271 | $9,543-2.8% | $12,742-27.2% | $7,775+19.2% |