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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 | $155,555-60.8% | $146,866-58.4% | $155,188-60.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 25.70% | 115.41%-89.7pp | 102.85%-77.2pp | 148.84%-123.1pp |
| Employer contribution / active EE | $1,729 | $4,647-62.8% | $4,425-60.9% | $4,248-59.3% |
| Participant deferral / active EE | $10,393 | $8,044+29.2% | $7,759+33.9% | $6,531+59.1% |
| Admin fee / account holder | $14,593 | $14,755-1.1% | $13,620+7.1% | $14,480+0.8% |