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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 | $65,507 | $63,809+2.7% | $81,353-19.5% | $80,935-19.1% |
| Participation rate | 53.8% | 63.9%-10.1pp | 69.5%-15.7pp | 67.7%-13.8pp |
| Annual return | 13.90% | 16.37%-2.5pp | 24.82%-10.9pp | 35.66%-21.8pp |
| Employer contribution / active EE | $3,192 | $1,981+61.2% | $2,464+29.6% | $2,757+15.8% |
| Participant deferral / active EE | $6,601 | $3,093+113.4% | $3,885+69.9% | $4,299+53.5% |
| Admin fee / account holder | $7,251 | $5,686+27.5% | $5,766+25.8% | $6,924+4.7% |