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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 | $106,749-33.4% | $145,433-51.1% | $82,448-13.8% |
| Participation rate | 66.7% | 75.6%-9.0pp | 82.1%-15.5pp | 68.1%-1.4pp |
| Annual return | 17.43% | 27.59%-10.2pp | 66.58%-49.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $6,174 | $3,444+79.3% | $4,554+35.6% | $2,551+142.0% |
| Participant deferral / active EE | $9,193 | $6,519+41.0% | $7,897+16.4% | $4,139+122.1% |
| Admin fee / account holder | $21,615 | $8,390+157.6% | $13,129+64.6% | $7,234+198.8% |