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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 | $63,252 | $81,504-22.4% | $102,437-38.3% | $80,959-21.9% |
| Participation rate | 66.0% | 66.9%-0.8pp | 74.5%-8.5pp | 67.7%-1.6pp |
| Annual return | 21.22% | 25.60%-4.4pp | 24.95%-3.7pp | 35.67%-14.5pp |
| Employer contribution / active EE | $4,983 | $3,104+60.6% | $3,871+28.7% | $2,757+80.7% |
| Participant deferral / active EE | $8,461 | $3,871+118.6% | $5,060+67.2% | $4,300+96.7% |
| Admin fee / account holder | $370 | $6,719-94.5% | $8,388-95.6% | $6,925-94.7% |