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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 | $66,224 | $81,457-18.7% | $103,378-35.9% | $80,911-18.2% |
| Participation rate | 56.8% | 66.8%-10.0pp | 74.5%-17.7pp | 67.6%-10.8pp |
| Annual return | 13.78% | 25.58%-11.8pp | 24.91%-11.1pp | 35.63%-21.9pp |
| Employer contribution / active EE | $2,622 | $3,107-15.6% | $3,870-32.3% | $2,756-4.9% |
| Participant deferral / active EE | $6,326 | $3,871+63.4% | $5,058+25.1% | $4,297+47.2% |
| Admin fee / account holder | $9,226 | $6,717+37.4% | $8,401+9.8% | $6,935+33.0% |