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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 | $71,735 | $81,487-12.0% | $102,412-30.0% | $80,935-11.4% |
| Participation rate | 51.8% | 66.8%-15.1pp | 74.5%-22.7pp | 67.7%-15.9pp |
| Annual return | 12.72% | 25.60%-12.9pp | 24.94%-12.2pp | 35.66%-22.9pp |
| Employer contribution / active EE | $2,407 | $3,103-22.4% | $3,870-37.8% | $2,757-12.7% |
| Participant deferral / active EE | $5,465 | $3,871+41.2% | $5,060+8.0% | $4,299+27.1% |
| Admin fee / account holder | $6,162 | $6,717-8.3% | $8,388-26.5% | $6,924-11.0% |