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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 | $73,577 | $64,920+13.3% | $103,693-29.0% | $86,983-15.4% |
| Participation rate | 44.2% | 63.6%-19.4pp | 72.6%-28.4pp | 69.5%-25.3pp |
| Annual return | 22.41% | 30.29%-7.9pp | 47.61%-25.2pp | 25.83%-3.4pp |
| Employer contribution / active EE | $2,071 | $2,141-3.3% | $2,920-29.1% | $2,584-19.9% |
| Participant deferral / active EE | $4,265 | $3,241+31.6% | $4,579-6.9% | $4,194+1.7% |
| Admin fee / account holder | $12,129 | $6,191+95.9% | $7,858+54.4% | $7,856+54.4% |