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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 | $66,484 | $91,559-27.4% | $133,978-50.4% | $79,856-16.7% |
| Participation rate | 65.7% | 73.3%-7.6pp | 79.8%-14.1pp | 69.6%-3.9pp |
| Annual return | 10.60% | 61.85%-51.2pp | 45.10%-34.5pp | 31.71%-21.1pp |
| Employer contribution / active EE | $2,860 | $2,384+20.0% | $3,919-27.0% | $2,471+15.7% |
| Participant deferral / active EE | $8,870 | $3,734+137.6% | $5,047+75.7% | $3,741+137.1% |
| Admin fee / account holder | $12,297 | $6,321+94.5% | $8,930+37.7% | $5,306+131.7% |