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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 | $154,228-60.4% | $145,433-58.0% | $137,256-55.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 25.70% | 74.59%-48.9pp | 66.58%-40.9pp | 220.34%-194.6pp |
| Employer contribution / active EE | $1,729 | $4,804-64.0% | $4,554-62.0% | $4,156-58.4% |
| Participant deferral / active EE | $10,393 | $8,216+26.5% | $7,897+31.6% | $6,407+62.2% |
| Admin fee / account holder | $14,593 | $14,344+1.7% | $13,129+11.2% | $12,270+18.9% |