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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 | $106,524-40.8% | $152,301-58.6% | $87,485-27.9% |
| Participation rate | 61.3% | 75.8%-14.5pp | 82.4%-21.2pp | 68.9%-7.6pp |
| Annual return | 41.86% | 26.89%+15.0pp | 80.50%-38.6pp | 26.06%+15.8pp |
| Employer contribution / active EE | $5,819 | $3,371+72.6% | $4,624+25.8% | $2,596+124.1% |
| Participant deferral / active EE | $9,778 | $6,525+49.9% | $8,004+22.2% | $4,274+128.8% |
| Admin fee / account holder | $10,971 | $8,287+32.4% | $14,398-23.8% | $7,775+41.1% |