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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 | $81,013 | $101,798-20.4% | $165,071-50.9% | $80,935+0.1% |
| Participation rate | 67.9% | 71.8%-3.9pp | 78.6%-10.7pp | 67.7%+0.3pp |
| Annual return | 22.41% | 16.73%+5.7pp | 70.17%-47.8pp | 35.66%-13.2pp |
| Employer contribution / active EE | $4,111 | $2,954+39.2% | $4,347-5.4% | $2,757+49.1% |
| Participant deferral / active EE | $10,228 | $4,476+128.5% | $6,035+69.5% | $4,299+137.9% |
| Admin fee / account holder | $772 | $8,221-90.6% | $12,695-93.9% | $6,924-88.9% |