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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 | $57,257 | $73,978-22.6% | $96,515-40.7% | $75,173-23.8% |
| Participation rate | 67.4% | 66.4%+1.0pp | 74.3%-7.0pp | 67.2%+0.2pp |
| Annual return | 14.84% | 26.72%-11.9pp | 35.73%-20.9pp | 160.72%-145.9pp |
| Employer contribution / active EE | $3,233 | $2,931+10.3% | $3,740-13.5% | $2,671+21.0% |
| Participant deferral / active EE | $6,328 | $3,660+72.9% | $4,880+29.7% | $4,126+53.4% |
| Admin fee / account holder | $15,903 | $5,219+204.7% | $6,735+136.1% | $5,651+181.4% |