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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 | $67,173 | $77,492-13.3% | $100,398-33.1% | $80,911-17.0% |
| Participation rate | 60.8% | 76.9%-16.1pp | 81.5%-20.7pp | 67.6%-6.8pp |
| Annual return | 23.12% | 37.23%-14.1pp | 49.32%-26.2pp | 35.63%-12.5pp |
| Employer contribution / active EE | $2,891 | $2,800+3.2% | $3,946-26.7% | $2,756+4.9% |
| Participant deferral / active EE | $6,121 | $6,817-10.2% | $8,084-24.3% | $4,297+42.4% |
| Admin fee / account holder | $6,575 | $5,892+11.6% | $7,893-16.7% | $6,935-5.2% |