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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 | $132,018 | $76,407+72.8% | $150,298-12.2% | $82,448+60.1% |
| Participation rate | 63.0% | 66.4%-3.4pp | 77.8%-14.7pp | 68.1%-5.0pp |
| Annual return | 30.74% | 39.99%-9.3pp | 62.79%-32.1pp | 41.64%-10.9pp |
| Employer contribution / active EE | $2,000 | $2,614-23.5% | $4,154-51.9% | $2,551-21.6% |
| Participant deferral / active EE | $4,484 | $3,214+39.5% | $5,453-17.8% | $4,139+8.3% |
| Admin fee / account holder | $5,061 | $6,352-20.3% | $14,116-64.1% | $7,234-30.0% |