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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 | $68,268 | $89,515-23.7% | $103,065-33.8% | $80,959-15.7% |
| Participation rate | 67.1% | 76.0%-8.9pp | 80.6%-13.4pp | 67.7%-0.5pp |
| Annual return | 31.43% | 22.82%+8.6pp | 23.95%+7.5pp | 35.67%-4.2pp |
| Employer contribution / active EE | $3,564 | $4,015-11.2% | $4,675-23.8% | $2,757+29.3% |
| Participant deferral / active EE | $9,745 | $5,463+78.4% | $6,625+47.1% | $4,300+126.6% |
| Admin fee / account holder | $5,605 | $6,527-14.1% | $9,349-40.0% | $6,925-19.1% |