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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 | $129,116 | $101,778+26.9% | $164,975-21.7% | $80,925+59.6% |
| Participation rate | 62.2% | 71.8%-9.6pp | 78.6%-16.4pp | 67.7%-5.4pp |
| Annual return | 15.73% | 16.73%-1.0pp | 70.12%-54.4pp | 35.65%-19.9pp |
| Employer contribution / active EE | $1,499 | $2,954-49.2% | $4,343-65.5% | $2,756-45.6% |
| Participant deferral / active EE | $5,050 | $4,477+12.8% | $6,033-16.3% | $4,299+17.5% |
| Admin fee / account holder | $4,571 | $8,221-44.4% | $12,688-64.0% | $6,940-34.1% |