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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 | $78,524 | $81,487-3.6% | $102,412-23.3% | $80,935-3.0% |
| Participation rate | 61.3% | 66.8%-5.6pp | 74.5%-13.2pp | 67.7%-6.4pp |
| Annual return | 12.10% | 25.60%-13.5pp | 24.94%-12.8pp | 35.66%-23.6pp |
| Employer contribution / active EE | $3,458 | $3,103+11.4% | $3,870-10.7% | $2,757+25.4% |
| Participant deferral / active EE | $7,419 | $3,871+91.7% | $5,060+46.6% | $4,299+72.5% |
| Admin fee / account holder | $9,858 | $6,717+46.8% | $8,388+17.5% | $6,924+42.4% |