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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 | $68,701 | $76,407-10.1% | $150,298-54.3% | $82,448-16.7% |
| Participation rate | 66.1% | 66.4%-0.3pp | 77.8%-11.7pp | 68.1%-2.0pp |
| Annual return | 14.96% | 39.99%-25.0pp | 62.79%-47.8pp | 41.64%-26.7pp |
| Employer contribution / active EE | $4,056 | $2,614+55.1% | $4,154-2.4% | $2,551+59.0% |
| Participant deferral / active EE | $1,802 | $3,214-43.9% | $5,453-66.9% | $4,139-56.5% |
| Admin fee / account holder | $12,380 | $6,352+94.9% | $14,116-12.3% | $7,234+71.1% |