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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 | $59,795 | $106,749-44.0% | $145,433-58.9% | $82,448-27.5% |
| Participation rate | 67.4% | 75.6%-8.3pp | 82.1%-14.7pp | 68.1%-0.7pp |
| Annual return | 17.87% | 27.59%-9.7pp | 66.58%-48.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $3,659 | $3,444+6.2% | $4,554-19.7% | $2,551+43.5% |
| Participant deferral / active EE | $8,071 | $6,519+23.8% | $7,897+2.2% | $4,139+95.0% |
| Admin fee / account holder | $4,728 | $8,390-43.7% | $13,129-64.0% | $7,234-34.6% |