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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 | $106,749-34.8% | $145,433-52.2% | $82,448-15.6% |
| Participation rate | 67.2% | 75.6%-8.4pp | 82.1%-14.9pp | 68.1%-0.9pp |
| Annual return | 18.50% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $5,349 | $3,444+55.3% | $4,554+17.4% | $2,551+109.7% |
| Participant deferral / active EE | $10,058 | $6,519+54.3% | $7,897+27.4% | $4,139+143.0% |
| Admin fee / account holder | $12,557 | $8,390+49.7% | $13,129-4.4% | $7,234+73.6% |