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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 | $68,966 | $78,197-11.8% | $98,090-29.7% | $82,637-16.5% |
| Participation rate | 68.0% | 77.5%-9.5pp | 81.5%-13.5pp | 68.1%-0.1pp |
| Annual return | 41.78% | 40.25%+1.5pp | 37.05%+4.7pp | 53.51%-11.7pp |
| Employer contribution / active EE | $4,493 | $2,605+72.5% | $3,606+24.6% | $2,552+76.1% |
| Participant deferral / active EE | $9,877 | $6,636+48.8% | $7,845+25.9% | $4,126+139.4% |
| Admin fee / account holder | $20,652 | $14,832+39.2% | $11,815+74.8% | $7,339+181.4% |