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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 | $63,071 | $106,749-40.9% | $145,433-56.6% | $82,448-23.5% |
| Participation rate | 61.3% | 75.6%-14.4pp | 82.1%-20.8pp | 68.1%-6.8pp |
| Annual return | 41.86% | 27.59%+14.3pp | 66.58%-24.7pp | 41.64%+0.2pp |
| Employer contribution / active EE | $5,819 | $3,444+68.9% | $4,554+27.8% | $2,551+128.1% |
| Participant deferral / active EE | $9,778 | $6,519+50.0% | $7,897+23.8% | $4,139+136.2% |
| Admin fee / account holder | $10,971 | $8,390+30.8% | $13,129-16.4% | $7,234+51.7% |