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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 | $69,303 | $63,355+9.4% | $91,994-24.7% | $72,983-5.0% |
| Participation rate | 68.8% | 72.5%-3.8pp | 78.6%-9.9pp | 69.5%-0.7pp |
| Annual return | 27.80% | 35.35%-7.5pp | 69.03%-41.2pp | 81.01%-53.2pp |
| Employer contribution / active EE | $1,469 | $2,116-30.6% | $3,452-57.5% | $2,440-39.8% |
| Participant deferral / active EE | $6,641 | $4,883+36.0% | $5,923+12.1% | $3,608+84.1% |
| Admin fee / account holder | $11,769 | $4,668+152.1% | $7,743+52.0% | $5,124+129.7% |