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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 | $106,864-35.4% | $147,318-53.2% | $82,637-16.5% |
| Participation rate | 69.4% | 75.5%-6.1pp | 82.1%-12.7pp | 68.1%+1.3pp |
| Annual return | 22.59% | 27.49%-4.9pp | 70.43%-47.8pp | 53.51%-30.9pp |
| Employer contribution / active EE | $13,858 | $3,417+305.6% | $4,593+201.7% | $2,552+443.0% |
| Participant deferral / active EE | $5,962 | $6,496-8.2% | $7,906-24.6% | $4,126+44.5% |
| Admin fee / account holder | $14,441 | $8,415+71.6% | $13,708+5.3% | $7,339+96.8% |