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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 | $80,015 | $68,880+16.2% | $120,580-33.6% | $80,959-1.2% |
| Participation rate | 57.7% | 61.7%-4.0pp | 72.0%-14.3pp | 67.7%-10.0pp |
| Annual return | 16.13% | 23.68%-7.5pp | 107.48%-91.3pp | 35.67%-19.5pp |
| Employer contribution / active EE | $1,249 | $2,066-39.6% | $3,469-64.0% | $2,757-54.7% |
| Participant deferral / active EE | $3,501 | $3,191+9.7% | $4,995-29.9% | $4,300-18.6% |
| Admin fee / account holder | $2,535 | $5,785-56.2% | $9,418-73.1% | $6,925-63.4% |