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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 | $54,420 | $106,864-49.1% | $147,318-63.1% | $82,637-34.1% |
| Participation rate | 69.6% | 75.5%-5.9pp | 82.1%-12.5pp | 68.1%+1.5pp |
| Annual return | 35.36% | 27.49%+7.9pp | 70.43%-35.1pp | 53.51%-18.1pp |
| Employer contribution / active EE | $4,750 | $3,417+39.0% | $4,593+3.4% | $2,552+86.1% |
| Participant deferral / active EE | $10,098 | $6,496+55.5% | $7,906+27.7% | $4,126+144.7% |
| Admin fee / account holder | $5,168 | $8,415-38.6% | $13,708-62.3% | $7,339-29.6% |