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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 | $75,134 | $81,504-7.8% | $102,437-26.7% | $80,959-7.2% |
| Participation rate | 61.9% | 66.9%-4.9pp | 74.5%-12.6pp | 67.7%-5.8pp |
| Annual return | 16.39% | 25.60%-9.2pp | 24.95%-8.6pp | 35.67%-19.3pp |
| Employer contribution / active EE | $4,169 | $3,104+34.3% | $3,871+7.7% | $2,757+51.2% |
| Participant deferral / active EE | $9,129 | $3,871+135.9% | $5,060+80.4% | $4,300+112.3% |
| Admin fee / account holder | $3,168 | $6,719-52.9% | $8,388-62.2% | $6,925-54.3% |