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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 | $79,411 | $106,749-25.6% | $145,433-45.4% | $82,448-3.7% |
| Participation rate | 58.6% | 75.6%-17.0pp | 82.1%-23.5pp | 68.1%-9.4pp |
| Annual return | 15.90% | 27.59%-11.7pp | 66.58%-50.7pp | 41.64%-25.7pp |
| Employer contribution / active EE | $3,897 | $3,444+13.2% | $4,554-14.4% | $2,551+52.8% |
| Participant deferral / active EE | $10,636 | $6,519+63.2% | $7,897+34.7% | $4,139+157.0% |
| Admin fee / account holder | $6,764 | $8,390-19.4% | $13,129-48.5% | $7,234-6.5% |