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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 | $67,896 | $72,269-6.1% | $101,271-33.0% | $79,852-15.0% |
| Participation rate | 66.7% | 68.5%-1.8pp | 75.8%-9.1pp | 69.6%-3.0pp |
| Annual return | 15.86% | 22.29%-6.4pp | 46.48%-30.6pp | 31.72%-15.9pp |
| Employer contribution / active EE | $3,834 | $2,692+42.4% | $3,660+4.7% | $2,471+55.1% |
| Participant deferral / active EE | $7,753 | $3,282+136.3% | $4,371+77.4% | $3,740+107.3% |
| Admin fee / account holder | $17,233 | $4,401+291.6% | $5,948+189.8% | $5,306+224.8% |