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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 | $60,182 | $122,962-51.1% | $71,585-15.9% | $138,895-56.7% |
| Participation rate | 68.8% | 68.9%-0.1pp | 68.2%+0.6pp | 79.9%-11.2pp |
| Annual return | 14.12% | 37.84%-23.7pp | 59.26%-45.1pp | 145.39%-131.3pp |
| Employer contribution / active EE | $3,849 | $2,620+46.9% | $1,669+130.7% | $4,194-8.2% |
| Participant deferral / active EE | $5,620 | $4,311+30.4% | $2,923+92.3% | $6,396-12.1% |
| Admin fee / account holder | $3,850 | $6,488-40.7% | $4,712-18.3% | $12,562-69.4% |