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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 | $68,725 | $81,487-15.7% | $102,412-32.9% | $80,935-15.1% |
| Participation rate | 66.7% | 66.8%-0.2pp | 74.5%-7.8pp | 67.7%-1.0pp |
| Annual return | 15.50% | 25.60%-10.1pp | 24.94%-9.4pp | 35.66%-20.2pp |
| Employer contribution / active EE | $2,901 | $3,103-6.5% | $3,870-25.0% | $2,757+5.2% |
| Participant deferral / active EE | $5,183 | $3,871+33.9% | $5,060+2.4% | $4,299+20.5% |
| Admin fee / account holder | $1,993 | $6,717-70.3% | $8,388-76.2% | $6,924-71.2% |