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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 | $145,607 | $108,825+33.8% | $156,181-6.8% | $82,448+76.6% |
| Participation rate | 63.8% | 72.4%-8.5pp | 78.8%-15.0pp | 68.1%-4.2pp |
| Annual return | 18.81% | 20.59%-1.8pp | 64.87%-46.1pp | 41.64%-22.8pp |
| Employer contribution / active EE | $2,718 | $2,870-5.3% | $4,294-36.7% | $2,551+6.5% |
| Participant deferral / active EE | $5,460 | $4,577+19.3% | $6,132-11.0% | $4,139+31.9% |
| Admin fee / account holder | $4,604 | $9,341-50.7% | $14,586-68.4% | $7,234-36.4% |