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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 | $81,331+24.8% | $155,534-34.8% | $80,935+25.4% |
| Participation rate | 64.1% | 66.3%-2.2pp | 78.2%-14.1pp | 67.7%-3.6pp |
| Annual return | 15.69% | 33.37%-17.7pp | 64.92%-49.2pp | 35.66%-20.0pp |
| Employer contribution / active EE | $4,151 | $3,105+33.7% | $4,675-11.2% | $2,757+50.6% |
| Participant deferral / active EE | $3,028 | $3,454-12.4% | $5,630-46.2% | $4,299-29.6% |
| Admin fee / account holder | $1,521 | $7,999-81.0% | $15,900-90.4% | $6,924-78.0% |