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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 | $59,378 | $106,864-44.4% | $147,318-59.7% | $82,637-28.1% |
| Participation rate | 69.6% | 75.5%-5.9pp | 82.1%-12.5pp | 68.1%+1.5pp |
| Annual return | 16.00% | 27.49%-11.5pp | 70.43%-54.4pp | 53.51%-37.5pp |
| Employer contribution / active EE | $2,766 | $3,417-19.0% | $4,593-39.8% | $2,552+8.4% |
| Participant deferral / active EE | $7,350 | $6,496+13.2% | $7,906-7.0% | $4,126+78.1% |
| Admin fee / account holder | $4,764 | $8,415-43.4% | $13,708-65.2% | $7,339-35.1% |