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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 | $125,050 | $83,485+49.8% | $125,192-0.1% | $72,975+71.4% |
| Participation rate | 54.9% | 73.3%-18.4pp | 79.8%-24.9pp | 69.5%-14.6pp |
| Annual return | 17.91% | 25.77%-7.9pp | 43.79%-25.9pp | 81.01%-63.1pp |
| Employer contribution / active EE | $3,697 | $2,346+57.6% | $3,866-4.4% | $2,440+51.5% |
| Participant deferral / active EE | $5,088 | $3,586+41.9% | $4,937+3.0% | $3,608+41.0% |
| Admin fee / account holder | $1,673 | $5,518-69.7% | $9,704-82.8% | $5,124-67.4% |