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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 | $62,246 | $63,809-2.4% | $81,353-23.5% | $80,935-23.1% |
| Participation rate | 69.7% | 63.9%+5.8pp | 69.5%+0.2pp | 67.7%+2.0pp |
| Annual return | 19.50% | 16.37%+3.1pp | 24.82%-5.3pp | 35.66%-16.2pp |
| Employer contribution / active EE | $2,886 | $1,981+45.7% | $2,464+17.1% | $2,757+4.7% |
| Participant deferral / active EE | $5,028 | $3,093+62.6% | $3,885+29.4% | $4,299+16.9% |
| Admin fee / account holder | $2,737 | $5,686-51.9% | $5,766-52.5% | $6,924-60.5% |