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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 | $62,275 | $77,492-19.6% | $100,398-38.0% | $80,911-23.0% |
| Participation rate | 62.5% | 76.9%-14.4pp | 81.5%-19.0pp | 67.6%-5.1pp |
| Annual return | 15.91% | 37.23%-21.3pp | 49.32%-33.4pp | 35.63%-19.7pp |
| Employer contribution / active EE | $3,856 | $2,800+37.7% | $3,946-2.3% | $2,756+39.9% |
| Participant deferral / active EE | $8,603 | $6,817+26.2% | $8,084+6.4% | $4,297+100.2% |
| Admin fee / account holder | $3,265 | $5,892-44.6% | $7,893-58.6% | $6,935-52.9% |