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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 | $60,203 | $99,875-39.7% | $146,866-59.0% | $86,983-30.8% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.5%-14.5pp | 69.5%-1.5pp |
| Annual return | 42.70% | 28.10%+14.6pp | 102.85%-60.2pp | 25.83%+16.9pp |
| Employer contribution / active EE | $3,399 | $3,224+5.4% | $4,425-23.2% | $2,584+31.5% |
| Participant deferral / active EE | $7,514 | $6,322+18.8% | $7,759-3.2% | $4,194+79.2% |
| Admin fee / account holder | $12,531 | $7,838+59.9% | $13,620-8.0% | $7,856+59.5% |