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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 | $60,207 | $73,787-18.4% | $98,716-39.0% | $82,448-27.0% |
| Participation rate | 53.5% | 61.4%-7.9pp | 69.3%-15.8pp | 68.1%-14.6pp |
| Annual return | 18.62% | 18.57%+0.1pp | 31.81%-13.2pp | 41.64%-23.0pp |
| Employer contribution / active EE | $2,576 | $1,511+70.5% | $2,279+13.1% | $2,551+1.0% |
| Participant deferral / active EE | $5,494 | $3,081+78.3% | $4,048+35.7% | $4,139+32.7% |
| Admin fee / account holder | $5,928 | $6,500-8.8% | $8,703-31.9% | $7,234-18.1% |