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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 | $69,944 | $86,940-19.5% | $102,434-31.7% | $80,935-13.6% |
| Participation rate | 57.0% | 72.4%-15.4pp | 76.5%-19.5pp | 67.7%-10.7pp |
| Annual return | 12.55% | 18.89%-6.3pp | 29.46%-16.9pp | 35.66%-23.1pp |
| Employer contribution / active EE | $3,185 | $2,370+34.4% | $3,023+5.4% | $2,757+15.5% |
| Participant deferral / active EE | $6,873 | $4,121+66.8% | $5,055+36.0% | $4,299+59.9% |
| Admin fee / account holder | $5,211 | $8,047-35.2% | $9,462-44.9% | $6,924-24.8% |