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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 | $60,077 | $106,749-43.7% | $145,433-58.7% | $82,448-27.1% |
| Participation rate | 67.9% | 75.6%-7.8pp | 82.1%-14.3pp | 68.1%-0.2pp |
| Annual return | 17.14% | 27.59%-10.4pp | 66.58%-49.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $3,896 | $3,444+13.1% | $4,554-14.5% | $2,551+52.7% |
| Participant deferral / active EE | $10,047 | $6,519+54.1% | $7,897+27.2% | $4,139+142.7% |
| Admin fee / account holder | $9,033 | $8,390+7.7% | $13,129-31.2% | $7,234+24.9% |