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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 | $75,541-9.1% | $152,093-54.8% | $82,637-16.9% |
| Participation rate | 66.1% | 66.5%-0.4pp | 77.8%-11.7pp | 68.1%-2.0pp |
| Annual return | 14.96% | 32.56%-17.6pp | 66.36%-51.4pp | 53.51%-38.5pp |
| Employer contribution / active EE | $4,056 | $2,622+54.7% | $4,175-2.9% | $2,552+58.9% |
| Participant deferral / active EE | $1,802 | $3,206-43.8% | $5,451-66.9% | $4,126-56.3% |
| Admin fee / account holder | $12,380 | $6,405+93.3% | $14,497-14.6% | $7,339+68.7% |