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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 | $115,359 | $75,541+52.7% | $152,093-24.2% | $82,637+39.6% |
| Participation rate | 60.0% | 66.5%-6.5pp | 77.8%-17.8pp | 68.1%-8.1pp |
| Annual return | 13.44% | 32.56%-19.1pp | 66.36%-52.9pp | 53.51%-40.1pp |
| Employer contribution / active EE | $2,725 | $2,622+3.9% | $4,175-34.7% | $2,552+6.8% |
| Participant deferral / active EE | $6,585 | $3,206+105.4% | $5,451+20.8% | $4,126+59.6% |
| Admin fee / account holder | $4,613 | $6,405-28.0% | $14,497-68.2% | $7,339-37.1% |