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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 | $89,750 | $53,596+67.5% | $90,657-1.0% | $64,173+39.9% |
| Participation rate | 69.2% | 64.5%+4.7pp | 74.0%-4.8pp | 69.6%-0.3pp |
| Annual return | 6.30% | 4.41%+1.9pp | 1.89%+4.4pp | 7.63%-1.3pp |
| Employer contribution / active EE | $1,582 | $1,503+5.3% | $2,532-37.5% | $2,381-33.6% |
| Participant deferral / active EE | $3,731 | $2,459+51.8% | $3,424+9.0% | $3,470+7.5% |
| Admin fee / account holder | $6,689 | $3,868+72.9% | $4,994+33.9% | $4,887+36.9% |