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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 | $59,425 | $84,953-30.0% | $163,379-63.6% | $82,637-28.1% |
| Participation rate | 67.7% | 65.9%+1.8pp | 76.8%-9.1pp | 68.1%-0.3pp |
| Annual return | 19.08% | 23.07%-4.0pp | 63.41%-44.3pp | 53.51%-34.4pp |
| Employer contribution / active EE | $2,769 | $2,183+26.9% | $3,752-26.2% | $2,552+8.5% |
| Participant deferral / active EE | $8,990 | $4,326+107.8% | $6,282+43.1% | $4,126+117.9% |
| Admin fee / account holder | $3,663 | $7,921-53.8% | $9,818-62.7% | $7,339-50.1% |