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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 | $80,037 | $81,446-1.7% | $103,374-22.6% | $80,874-1.0% |
| Participation rate | 62.2% | 66.9%-4.7pp | 74.5%-12.3pp | 67.6%-5.5pp |
| Annual return | 16.29% | 25.57%-9.3pp | 24.89%-8.6pp | 35.62%-19.3pp |
| Employer contribution / active EE | $2,556 | $3,107-17.7% | $3,869-33.9% | $2,756-7.2% |
| Participant deferral / active EE | $5,932 | $3,870+53.3% | $5,058+17.3% | $4,297+38.1% |
| Admin fee / account holder | $8,560 | $6,715+27.5% | $8,394+2.0% | $6,935+23.4% |