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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 | $69,007 | $106,749-35.4% | $145,433-52.6% | $82,448-16.3% |
| Participation rate | 69.4% | 75.6%-6.3pp | 82.1%-12.7pp | 68.1%+1.3pp |
| Annual return | 22.59% | 27.59%-5.0pp | 66.58%-44.0pp | 41.64%-19.0pp |
| Employer contribution / active EE | $13,858 | $3,444+302.3% | $4,554+204.3% | $2,551+443.2% |
| Participant deferral / active EE | $5,962 | $6,519-8.5% | $7,897-24.5% | $4,139+44.0% |
| Admin fee / account holder | $14,441 | $8,390+72.1% | $13,129+10.0% | $7,234+99.6% |