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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 | $73,516 | $89,259-17.6% | $107,187-31.4% | $82,637-11.0% |
| Participation rate | 69.0% | 67.9%+1.0pp | 75.0%-6.1pp | 68.1%+0.9pp |
| Annual return | 16.61% | 21.02%-4.4pp | 204.55%-187.9pp | 53.51%-36.9pp |
| Employer contribution / active EE | $2,454 | $3,080-20.3% | $3,782-35.1% | $2,552-3.8% |
| Participant deferral / active EE | $6,693 | $4,037+65.8% | $5,096+31.3% | $4,126+62.2% |
| Admin fee / account holder | $9,060 | $7,381+22.7% | $9,162-1.1% | $7,339+23.4% |