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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 | $72,233 | $81,476-11.3% | $102,383-29.4% | $80,925-10.7% |
| Participation rate | 65.7% | 66.8%-1.1pp | 74.5%-8.8pp | 67.7%-1.9pp |
| Annual return | 12.51% | 25.59%-13.1pp | 24.94%-12.4pp | 35.65%-23.1pp |
| Employer contribution / active EE | $2,400 | $3,105-22.7% | $3,870-38.0% | $2,756-12.9% |
| Participant deferral / active EE | $5,371 | $3,871+38.7% | $5,060+6.2% | $4,299+24.9% |
| Admin fee / account holder | $6,988 | $6,717+4.0% | $8,391-16.7% | $6,940+0.7% |