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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 | $60,197 | $75,541-20.3% | $152,093-60.4% | $82,637-27.2% |
| Participation rate | 56.9% | 66.5%-9.6pp | 77.8%-20.8pp | 68.1%-11.1pp |
| Annual return | 21.03% | 32.56%-11.5pp | 66.36%-45.3pp | 53.51%-32.5pp |
| Employer contribution / active EE | $4,675 | $2,622+78.3% | $4,175+12.0% | $2,552+83.2% |
| Participant deferral / active EE | $9,084 | $3,206+183.4% | $5,451+66.6% | $4,126+120.2% |
| Admin fee / account holder | $12,850 | $6,405+100.6% | $14,497-11.4% | $7,339+75.1% |