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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 | $61,026 | $106,749-42.8% | $145,433-58.0% | $82,448-26.0% |
| Participation rate | 68.4% | 75.6%-7.2pp | 82.1%-13.7pp | 68.1%+0.4pp |
| Annual return | 14.29% | 27.59%-13.3pp | 66.58%-52.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $3,190 | $3,444-7.4% | $4,554-30.0% | $2,551+25.0% |
| Participant deferral / active EE | $10,167 | $6,519+56.0% | $7,897+28.7% | $4,139+145.6% |
| Admin fee / account holder | $6,131 | $8,390-26.9% | $13,129-53.3% | $7,234-15.3% |