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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 | $120,377 | $76,407+57.5% | $150,298-19.9% | $82,448+46.0% |
| Participation rate | 66.7% | 66.4%+0.3pp | 77.8%-11.1pp | 68.1%-1.4pp |
| Annual return | 18.49% | 39.99%-21.5pp | 62.79%-44.3pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,311 | $2,614-49.9% | $4,154-68.4% | $2,551-48.6% |
| Participant deferral / active EE | $4,749 | $3,214+47.7% | $5,453-12.9% | $4,139+14.7% |
| Admin fee / account holder | $1,435 | $6,352-77.4% | $14,116-89.8% | $7,234-80.2% |