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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 | $116,634 | $108,825+7.2% | $156,181-25.3% | $82,448+41.5% |
| Participation rate | 51.1% | 72.4%-21.3pp | 78.8%-27.7pp | 68.1%-17.0pp |
| Annual return | 15.15% | 20.59%-5.4pp | 64.87%-49.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,084 | $2,870-62.2% | $4,294-74.8% | $2,551-57.5% |
| Participant deferral / active EE | $4,491 | $4,577-1.9% | $6,132-26.8% | $4,139+8.5% |
| Admin fee / account holder | $3,934 | $9,341-57.9% | $14,586-73.0% | $7,234-45.6% |