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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 | $50,076 | $56,287-11.0% | $80,977-38.2% | $62,881-20.4% |
| Participation rate | 68.5% | 68.9%-0.4pp | 75.8%-7.3pp | 69.3%-0.8pp |
| Annual return | 7.47% | 22.13%-14.7pp | 17.11%-9.6pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,876 | $1,943+48.0% | $3,715-22.6% | $2,281+26.1% |
| Participant deferral / active EE | $5,260 | $4,196+25.4% | $5,696-7.7% | $3,203+64.2% |
| Admin fee / account holder | $1,372 | $3,742-63.3% | $5,517-75.1% | $4,296-68.1% |