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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 | $58,472 | $72,269-19.1% | $101,271-42.3% | $79,852-26.8% |
| Participation rate | 62.5% | 68.5%-6.0pp | 75.8%-13.3pp | 69.6%-7.1pp |
| Annual return | 16.60% | 22.29%-5.7pp | 46.48%-29.9pp | 31.72%-15.1pp |
| Employer contribution / active EE | $2,268 | $2,692-15.7% | $3,660-38.0% | $2,471-8.2% |
| Participant deferral / active EE | $3,822 | $3,282+16.5% | $4,371-12.6% | $3,740+2.2% |
| Admin fee / account holder | $6,257 | $4,401+42.2% | $5,948+5.2% | $5,306+17.9% |