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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 | $62,734 | $81,457-23.0% | $103,378-39.3% | $80,911-22.5% |
| Participation rate | 68.3% | 66.8%+1.4pp | 74.5%-6.2pp | 67.6%+0.6pp |
| Annual return | 12.15% | 25.58%-13.4pp | 24.91%-12.8pp | 35.63%-23.5pp |
| Employer contribution / active EE | $3,171 | $3,107+2.1% | $3,870-18.1% | $2,756+15.1% |
| Participant deferral / active EE | $7,773 | $3,871+100.8% | $5,058+53.7% | $4,297+80.9% |
| Admin fee / account holder | $2,319 | $6,717-65.5% | $8,401-72.4% | $6,935-66.6% |