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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 | $101,478 | $81,233+24.9% | $155,567-34.8% | $80,874+25.5% |
| Participation rate | 64.1% | 66.2%-2.1pp | 78.2%-14.1pp | 67.6%-3.5pp |
| Annual return | 15.69% | 33.33%-17.6pp | 64.74%-49.0pp | 35.62%-19.9pp |
| Employer contribution / active EE | $4,151 | $3,101+33.9% | $4,674-11.2% | $2,756+50.6% |
| Participant deferral / active EE | $3,028 | $3,452-12.3% | $5,628-46.2% | $4,297-29.5% |
| Admin fee / account holder | $1,521 | $7,998-81.0% | $15,916-90.4% | $6,935-78.1% |