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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 | $79,232 | $81,476-2.8% | $102,383-22.6% | $80,925-2.1% |
| Participation rate | 58.6% | 66.8%-8.2pp | 74.5%-15.9pp | 67.7%-9.0pp |
| Annual return | 15.22% | 25.59%-10.4pp | 24.94%-9.7pp | 35.65%-20.4pp |
| Employer contribution / active EE | $3,628 | $3,105+16.8% | $3,870-6.3% | $2,756+31.6% |
| Participant deferral / active EE | $8,139 | $3,871+110.3% | $5,060+60.9% | $4,299+89.3% |
| Admin fee / account holder | $14,977 | $6,717+123.0% | $8,391+78.5% | $6,940+115.8% |