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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 | $73,056 | $81,476-10.3% | $102,383-28.6% | $80,925-9.7% |
| Participation rate | 64.6% | 66.8%-2.3pp | 74.5%-9.9pp | 67.7%-3.1pp |
| Annual return | 23.93% | 25.59%-1.7pp | 24.94%-1.0pp | 35.65%-11.7pp |
| Employer contribution / active EE | $2,978 | $3,105-4.1% | $3,870-23.1% | $2,756+8.0% |
| Participant deferral / active EE | $5,625 | $3,871+45.3% | $5,060+11.2% | $4,299+30.9% |
| Admin fee / account holder | $3,155 | $6,717-53.0% | $8,391-62.4% | $6,940-54.5% |