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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 | $62,688 | $78,672-20.3% | $109,163-42.6% | $85,856-27.0% |
| Participation rate | 68.1% | 68.3%-0.2pp | 75.9%-7.8pp | 69.3%-1.2pp |
| Annual return | 16.01% | 25.09%-9.1pp | 25.75%-9.7pp | 318.58%-302.6pp |
| Employer contribution / active EE | $3,748 | $2,734+37.1% | $3,723+0.7% | $2,565+46.1% |
| Participant deferral / active EE | $8,451 | $3,467+143.7% | $4,654+81.6% | $3,952+113.8% |
| Admin fee / account holder | $6,860 | $5,470+25.4% | $6,754+1.6% | $6,261+9.6% |