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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 | $68,944 | $98,760-30.2% | $149,715-54.0% | $79,858-13.7% |
| Participation rate | 61.0% | 75.8%-14.8pp | 82.5%-21.5pp | 69.6%-8.7pp |
| Annual return | 26.46% | 27.43%-1.0pp | 276.66%-250.2pp | 31.72%-5.3pp |
| Employer contribution / active EE | $3,138 | $3,217-2.5% | $4,645-32.4% | $2,471+27.0% |
| Participant deferral / active EE | $6,986 | $5,681+23.0% | $6,842+2.1% | $3,740+86.8% |
| Admin fee / account holder | $7,248 | $6,053+19.7% | $9,310-22.1% | $5,306+36.6% |