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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 | $86,919-18.5% | $102,457-30.8% | $80,911-12.4% |
| Participation rate | 69.0% | 72.4%-3.3pp | 76.5%-7.4pp | 67.6%+1.4pp |
| Annual return | 15.67% | 18.90%-3.2pp | 29.41%-13.7pp | 35.63%-20.0pp |
| Employer contribution / active EE | $2,463 | $2,368+4.0% | $3,022-18.5% | $2,756-10.6% |
| Participant deferral / active EE | $5,432 | $4,119+31.9% | $5,054+7.5% | $4,297+26.4% |
| Admin fee / account holder | $2,150 | $8,049-73.3% | $9,451-77.3% | $6,935-69.0% |