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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 | $76,442 | $95,453-19.9% | $112,040-31.8% | $82,448-7.3% |
| Participation rate | 68.9% | 72.8%-3.8pp | 76.5%-7.6pp | 68.1%+0.9pp |
| Annual return | 15.53% | 23.92%-8.4pp | 24.52%-9.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,057 | $2,318-11.2% | $2,954-30.4% | $2,551-19.4% |
| Participant deferral / active EE | $6,238 | $4,224+47.7% | $5,098+22.4% | $4,139+50.7% |
| Admin fee / account holder | $9,393 | $9,013+4.2% | $12,098-22.4% | $7,234+29.8% |