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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 | $55,327 | $199,109-72.2% | $173,730-68.2% | $154,746-64.2% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 21.63% | 20.02%+1.6pp | 19.96%+1.7pp | 172.34%-150.7pp |
| Employer contribution / active EE | $6,302 | $5,311+18.7% | $4,577+37.7% | $4,379+43.9% |
| Participant deferral / active EE | $12,434 | $7,113+74.8% | $6,326+96.5% | $6,730+84.8% |
| Admin fee / account holder | $8,693 | $20,916-58.4% | $17,523-50.4% | $14,365-39.5% |