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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 | $116,511 | $81,358+43.2% | $155,556-25.1% | $80,959+43.9% |
| Participation rate | 62.5% | 66.3%-3.8pp | 78.2%-15.7pp | 67.7%-5.2pp |
| Annual return | 13.05% | 33.39%-20.3pp | 64.84%-51.8pp | 35.67%-22.6pp |
| Employer contribution / active EE | $2,454 | $3,106-21.0% | $4,675-47.5% | $2,757-11.0% |
| Participant deferral / active EE | $6,034 | $3,455+74.6% | $5,631+7.2% | $4,300+40.3% |
| Admin fee / account holder | $4,311 | $7,994-46.1% | $15,885-72.9% | $6,925-37.8% |