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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 | $67,940 | $80,985-16.1% | $96,576-29.7% | $75,181-9.6% |
| Participation rate | 61.5% | 71.8%-10.2pp | 76.0%-14.4pp | 67.2%-5.7pp |
| Annual return | 32.22% | 27.05%+5.2pp | 25.87%+6.3pp | 160.69%-128.5pp |
| Employer contribution / active EE | $1,825 | $2,282-20.0% | $2,965-38.5% | $2,671-31.7% |
| Participant deferral / active EE | $4,671 | $3,929+18.9% | $4,851-3.7% | $4,126+13.2% |
| Admin fee / account holder | $14,314 | $6,719+113.1% | $8,253+73.5% | $5,650+153.4% |