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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 | $71,090 | $106,524-33.3% | $152,301-53.3% | $87,485-18.7% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.4%-15.8pp | 68.9%-2.3pp |
| Annual return | 17.43% | 26.89%-9.5pp | 80.50%-63.1pp | 26.06%-8.6pp |
| Employer contribution / active EE | $6,174 | $3,371+83.1% | $4,624+33.5% | $2,596+137.8% |
| Participant deferral / active EE | $9,193 | $6,525+40.9% | $8,004+14.9% | $4,274+115.1% |
| Admin fee / account holder | $21,615 | $8,287+160.8% | $14,398+50.1% | $7,775+178.0% |