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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 | $126,403 | $88,672+42.5% | $105,223+20.1% | $82,448+53.3% |
| Participation rate | 20.0% | 67.9%-47.9pp | 75.0%-55.0pp | 68.1%-48.1pp |
| Annual return | 17.45% | 30.86%-13.4pp | 180.65%-163.2pp | 41.64%-24.2pp |
| Employer contribution / active EE | $2,570 | $3,048-15.7% | $3,689-30.3% | $2,551+0.7% |
| Participant deferral / active EE | $4,911 | $4,036+21.7% | $5,072-3.2% | $4,139+18.6% |
| Admin fee / account holder | $8,929 | $7,146+25.0% | $8,859+0.8% | $7,234+23.4% |