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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 | $69,582 | $106,864-34.9% | $147,318-52.8% | $82,637-15.8% |
| Participation rate | 67.2% | 75.5%-8.3pp | 82.1%-14.9pp | 68.1%-0.8pp |
| Annual return | 18.50% | 27.49%-9.0pp | 70.43%-51.9pp | 53.51%-35.0pp |
| Employer contribution / active EE | $5,349 | $3,417+56.6% | $4,593+16.5% | $2,552+109.6% |
| Participant deferral / active EE | $10,058 | $6,496+54.8% | $7,906+27.2% | $4,126+143.8% |
| Admin fee / account holder | $12,557 | $8,415+49.2% | $13,708-8.4% | $7,339+71.1% |