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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 | $59,170 | $106,864-44.6% | $147,318-59.8% | $82,637-28.4% |
| Participation rate | 63.2% | 75.5%-12.3pp | 82.1%-18.9pp | 68.1%-4.9pp |
| Annual return | 39.64% | 27.49%+12.2pp | 70.43%-30.8pp | 53.51%-13.9pp |
| Employer contribution / active EE | $4,018 | $3,417+17.6% | $4,593-12.5% | $2,552+57.4% |
| Participant deferral / active EE | $6,775 | $6,496+4.3% | $7,906-14.3% | $4,126+64.2% |
| Admin fee / account holder | $5,574 | $8,415-33.8% | $13,708-59.3% | $7,339-24.0% |