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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 | $99,875-38.9% | $146,866-58.4% | $86,983-29.8% |
| Participation rate | 68.4% | 75.8%-7.4pp | 82.5%-14.1pp | 69.5%-1.1pp |
| Annual return | 14.29% | 28.10%-13.8pp | 102.85%-88.6pp | 25.83%-11.5pp |
| Employer contribution / active EE | $3,190 | $3,224-1.1% | $4,425-27.9% | $2,584+23.4% |
| Participant deferral / active EE | $10,167 | $6,322+60.8% | $7,759+31.0% | $4,194+142.4% |
| Admin fee / account holder | $6,131 | $7,838-21.8% | $13,620-55.0% | $7,856-22.0% |