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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 | $58,355 | $106,864-45.4% | $147,318-60.4% | $82,637-29.4% |
| Participation rate | 60.5% | 75.5%-15.0pp | 82.1%-21.6pp | 68.1%-7.6pp |
| Annual return | 25.95% | 27.49%-1.5pp | 70.43%-44.5pp | 53.51%-27.6pp |
| Employer contribution / active EE | $3,792 | $3,417+11.0% | $4,593-17.4% | $2,552+48.6% |
| Participant deferral / active EE | $9,909 | $6,496+52.6% | $7,906+25.3% | $4,126+140.2% |
| Admin fee / account holder | $10,440 | $8,415+24.1% | $13,708-23.8% | $7,339+42.3% |