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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 | $70,874 | $86,949-18.5% | $102,460-30.8% | $80,959-12.5% |
| Participation rate | 69.0% | 72.4%-3.3pp | 76.5%-7.5pp | 67.7%+1.4pp |
| Annual return | 15.67% | 18.89%-3.2pp | 29.47%-13.8pp | 35.67%-20.0pp |
| Employer contribution / active EE | $2,463 | $2,370+4.0% | $3,025-18.6% | $2,757-10.7% |
| Participant deferral / active EE | $5,432 | $4,121+31.8% | $5,056+7.4% | $4,300+26.3% |
| Admin fee / account holder | $2,150 | $8,048-73.3% | $9,460-77.3% | $6,925-69.0% |