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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 | $74,960 | $97,648-23.2% | $121,663-38.4% | $87,485-14.3% |
| Participation rate | 69.8% | 70.5%-0.7pp | 74.5%-4.7pp | 68.9%+0.9pp |
| Annual return | 25.14% | 18.03%+7.1pp | 147.54%-122.4pp | 26.06%-0.9pp |
| Employer contribution / active EE | $3,068 | $2,300+33.4% | $3,020+1.6% | $2,596+18.2% |
| Participant deferral / active EE | $6,225 | $3,923+58.7% | $4,887+27.4% | $4,274+45.7% |
| Admin fee / account holder | $6,493 | $11,100-41.5% | $14,289-54.6% | $7,775-16.5% |