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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 | $41,611 | $110,240-62.3% | $96,544-56.9% | $139,487-70.2% |
| Participation rate | 68.8% | 78.1%-9.4pp | 76.0%-7.2pp | 80.3%-11.6pp |
| Annual return | 21.54% | 26.41%-4.9pp | 25.88%-4.3pp | 373.84%-352.3pp |
| Employer contribution / active EE | $6,754 | $3,622+86.5% | $2,966+127.7% | $4,755+42.1% |
| Participant deferral / active EE | $14,264 | $5,549+157.1% | $4,851+194.0% | $6,713+112.5% |
| Admin fee / account holder | $17,711 | $11,602+52.6% | $8,254+114.6% | $11,407+55.3% |