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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 | $50,450 | $73,988-31.8% | $96,538-47.7% | $75,177-32.9% |
| Participation rate | 65.5% | 66.4%-1.0pp | 74.3%-8.9pp | 67.2%-1.8pp |
| Annual return | 19.56% | 26.73%-7.2pp | 35.74%-16.2pp | 160.75%-141.2pp |
| Employer contribution / active EE | $3,607 | $2,930+23.1% | $3,740-3.6% | $2,671+35.0% |
| Participant deferral / active EE | $8,789 | $3,660+140.1% | $4,880+80.1% | $4,126+113.0% |
| Admin fee / account holder | $15,247 | $5,220+192.1% | $6,737+126.3% | $5,651+169.8% |