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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 | $75,241 | $76,550-1.7% | $123,894-39.3% | $62,881+19.7% |
| Participation rate | 64.8% | 73.0%-8.2pp | 81.4%-16.6pp | 69.3%-4.5pp |
| Annual return | 8.52% | 18.67%-10.2pp | 47.52%-39.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $3,590 | $2,882+24.5% | $4,617-22.2% | $2,281+57.4% |
| Participant deferral / active EE | $7,496 | $4,840+54.9% | $5,984+25.3% | $3,203+134.0% |
| Admin fee / account holder | $9,576 | $4,826+98.4% | $8,357+14.6% | $4,296+122.9% |