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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 | $55,732 | $81,476-31.6% | $102,383-45.6% | $80,925-31.1% |
| Participation rate | 66.7% | 66.8%-0.2pp | 74.5%-7.8pp | 67.7%-1.0pp |
| Annual return | 17.81% | 25.59%-7.8pp | 24.94%-7.1pp | 35.65%-17.8pp |
| Employer contribution / active EE | $4,065 | $3,105+30.9% | $3,870+5.0% | $2,756+47.5% |
| Participant deferral / active EE | $6,794 | $3,871+75.5% | $5,060+34.3% | $4,299+58.1% |
| Admin fee / account holder | $14,367 | $6,717+113.9% | $8,391+71.2% | $6,940+107.0% |