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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 | $120,445 | $108,825+10.7% | $156,181-22.9% | $82,448+46.1% |
| Participation rate | 64.5% | 72.4%-7.9pp | 78.8%-14.3pp | 68.1%-3.6pp |
| Annual return | 16.51% | 20.59%-4.1pp | 64.87%-48.4pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,415 | $2,870-50.7% | $4,294-67.1% | $2,551-44.5% |
| Participant deferral / active EE | $4,086 | $4,577-10.7% | $6,132-33.4% | $4,139-1.3% |
| Admin fee / account holder | $25,962 | $9,341+178.0% | $14,586+78.0% | $7,234+258.9% |