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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 | $55,622 | $81,504-31.8% | $102,437-45.7% | $80,959-31.3% |
| Participation rate | 69.0% | 66.9%+2.2pp | 74.5%-5.5pp | 67.7%+1.4pp |
| Annual return | 11.63% | 25.60%-14.0pp | 24.95%-13.3pp | 35.67%-24.0pp |
| Employer contribution / active EE | $2,888 | $3,104-6.9% | $3,871-25.4% | $2,757+4.8% |
| Participant deferral / active EE | $6,447 | $3,871+66.5% | $5,060+27.4% | $4,300+49.9% |
| Admin fee / account holder | $7,486 | $6,719+11.4% | $8,388-10.8% | $6,925+8.1% |