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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 | $134,221 | $108,825+23.3% | $156,181-14.1% | $82,448+62.8% |
| Participation rate | 56.7% | 72.4%-15.7pp | 78.8%-22.2pp | 68.1%-11.4pp |
| Annual return | 16.89% | 20.59%-3.7pp | 64.87%-48.0pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,161 | $2,870-24.7% | $4,294-49.7% | $2,551-15.3% |
| Participant deferral / active EE | $4,409 | $4,577-3.7% | $6,132-28.1% | $4,139+6.5% |
| Admin fee / account holder | $379 | $9,341-95.9% | $14,586-97.4% | $7,234-94.8% |