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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 | $61,024 | $162,136-62.4% | $152,301-59.9% | $154,746-60.6% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 25.70% | 91.02%-65.3pp | 80.50%-54.8pp | 172.34%-146.6pp |
| Employer contribution / active EE | $1,729 | $4,890-64.6% | $4,624-62.6% | $4,379-60.5% |
| Participant deferral / active EE | $10,393 | $8,341+24.6% | $8,004+29.8% | $6,730+54.4% |
| Admin fee / account holder | $14,593 | $15,759-7.4% | $14,398+1.4% | $14,365+1.6% |