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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 | $47,806 | $75,541-36.7% | $152,093-68.6% | $82,637-42.1% |
| Participation rate | 68.2% | 66.5%+1.6pp | 77.8%-9.6pp | 68.1%+0.1pp |
| Annual return | 31.66% | 32.56%-0.9pp | 66.36%-34.7pp | 53.51%-21.8pp |
| Employer contribution / active EE | $2,555 | $2,622-2.6% | $4,175-38.8% | $2,552+0.1% |
| Participant deferral / active EE | $5,940 | $3,206+85.3% | $5,451+9.0% | $4,126+44.0% |
| Admin fee / account holder | $6,838 | $6,405+6.8% | $14,497-52.8% | $7,339-6.8% |