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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 | $123,898 | $106,864+15.9% | $147,318-15.9% | $82,637+49.9% |
| Participation rate | 68.0% | 75.5%-7.5pp | 82.1%-14.1pp | 68.1%-0.1pp |
| Annual return | 15.60% | 27.49%-11.9pp | 70.43%-54.8pp | 53.51%-37.9pp |
| Employer contribution / active EE | $1,071 | $3,417-68.6% | $4,593-76.7% | $2,552-58.0% |
| Participant deferral / active EE | $4,527 | $6,496-30.3% | $7,906-42.7% | $4,126+9.7% |
| Admin fee / account holder | $7,675 | $8,415-8.8% | $13,708-44.0% | $7,339+4.6% |