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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 | $73,337 | $76,407-4.0% | $150,298-51.2% | $82,448-11.1% |
| Participation rate | 60.4% | 66.4%-6.0pp | 77.8%-17.3pp | 68.1%-7.7pp |
| Annual return | 14.63% | 39.99%-25.4pp | 62.79%-48.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $4,732 | $2,614+81.0% | $4,154+13.9% | $2,551+85.5% |
| Participant deferral / active EE | $10,497 | $3,214+226.6% | $5,453+92.5% | $4,139+153.6% |
| Admin fee / account holder | $7,941 | $6,352+25.0% | $14,116-43.7% | $7,234+9.8% |