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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 | $136,703 | $81,262+68.2% | $155,602-12.1% | $80,911+69.0% |
| Participation rate | 54.8% | 66.2%-11.4pp | 78.2%-23.4pp | 67.6%-12.8pp |
| Annual return | 16.39% | 33.34%-17.0pp | 64.81%-48.4pp | 35.63%-19.2pp |
| Employer contribution / active EE | $2,582 | $3,102-16.8% | $4,675-44.8% | $2,756-6.3% |
| Participant deferral / active EE | $4,909 | $3,451+42.2% | $5,629-12.8% | $4,297+14.2% |
| Admin fee / account holder | $964 | $7,992-87.9% | $15,923-93.9% | $6,935-86.1% |