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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 | $64,181 | $162,967-60.6% | $135,792-52.7% | $138,895-53.8% |
| Participation rate | 66.7% | 78.3%-11.7pp | 72.6%-5.9pp | 79.9%-13.3pp |
| Annual return | 14.04% | 30.08%-16.0pp | 25.96%-11.9pp | 145.39%-131.4pp |
| Employer contribution / active EE | $5,461 | $4,211+29.7% | $3,496+56.2% | $4,194+30.2% |
| Participant deferral / active EE | $5,476 | $5,640-2.9% | $4,759+15.1% | $6,396-14.4% |
| Admin fee / account holder | $10,076 | $15,306-34.2% | $12,266-17.9% | $12,562-19.8% |