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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 | $62,295 | $65,361-4.7% | $92,903-32.9% | $72,983-14.6% |
| Participation rate | 63.8% | 68.3%-4.5pp | 76.0%-12.2pp | 69.5%-5.7pp |
| Annual return | 22.76% | 42.11%-19.3pp | 109.43%-86.7pp | 81.01%-58.3pp |
| Employer contribution / active EE | $3,204 | $2,594+23.5% | $3,653-12.3% | $2,440+31.3% |
| Participant deferral / active EE | $7,137 | $3,128+128.1% | $4,238+68.4% | $3,608+97.8% |
| Admin fee / account holder | $8,178 | $4,251+92.4% | $5,795+41.1% | $5,124+59.6% |