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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 | $81,487-18.7% | $102,412-35.3% | $80,935-18.2% |
| Participation rate | 56.8% | 66.8%-10.0pp | 74.5%-17.7pp | 67.7%-10.8pp |
| Annual return | 13.78% | 25.60%-11.8pp | 24.94%-11.2pp | 35.66%-21.9pp |
| Employer contribution / active EE | $2,622 | $3,103-15.5% | $3,870-32.3% | $2,757-4.9% |
| Participant deferral / active EE | $6,326 | $3,871+63.4% | $5,060+25.0% | $4,299+47.1% |
| Admin fee / account holder | $9,226 | $6,717+37.3% | $8,388+10.0% | $6,924+33.2% |