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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 | $130,458 | $108,825+19.9% | $156,181-16.5% | $82,448+58.2% |
| Participation rate | 67.6% | 72.4%-4.7pp | 78.8%-11.2pp | 68.1%-0.4pp |
| Annual return | 18.38% | 20.59%-2.2pp | 64.87%-46.5pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,989 | $2,870-30.7% | $4,294-53.7% | $2,551-22.0% |
| Participant deferral / active EE | $6,346 | $4,577+38.6% | $6,132+3.5% | $4,139+53.3% |
| Admin fee / account holder | $4,776 | $9,341-48.9% | $14,586-67.3% | $7,234-34.0% |