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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 | $72,310 | $81,446-11.2% | $103,374-30.1% | $80,874-10.6% |
| Participation rate | 69.2% | 66.9%+2.4pp | 74.5%-5.3pp | 67.6%+1.6pp |
| Annual return | 13.37% | 25.57%-12.2pp | 24.89%-11.5pp | 35.62%-22.2pp |
| Employer contribution / active EE | $18,487 | $3,107+495.0% | $3,869+377.8% | $2,756+570.9% |
| Participant deferral / active EE | $2,428 | $3,870-37.3% | $5,058-52.0% | $4,297-43.5% |
| Admin fee / account holder | $16,458 | $6,715+145.1% | $8,394+96.1% | $6,935+137.3% |