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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 | $81,183 | $95,404-14.9% | $113,397-28.4% | $82,637-1.8% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.5%-16.5pp | 68.1%-8.1pp |
| Annual return | 28.64% | 19.08%+9.6pp | 23.20%+5.4pp | 53.51%-24.9pp |
| Employer contribution / active EE | $3,945 | $2,307+71.0% | $2,977+32.5% | $2,552+54.6% |
| Participant deferral / active EE | $4,710 | $4,220+11.6% | $5,076-7.2% | $4,126+14.1% |
| Admin fee / account holder | $1,620 | $9,168-82.3% | $11,957-86.4% | $7,339-77.9% |