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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 | $61,853 | $155,555-60.2% | $146,866-57.9% | $155,188-60.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 12.79% | 115.41%-102.6pp | 102.85%-90.1pp | 148.84%-136.0pp |
| Employer contribution / active EE | $3,909 | $4,647-15.9% | $4,425-11.7% | $4,248-8.0% |
| Participant deferral / active EE | $12,682 | $8,044+57.6% | $7,759+63.4% | $6,531+94.2% |
| Admin fee / account holder | $1,044 | $14,755-92.9% | $13,620-92.3% | $14,480-92.8% |