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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 | $124,827 | $84,953+46.9% | $163,379-23.6% | $82,637+51.1% |
| Participation rate | 57.7% | 65.9%-8.3pp | 76.8%-19.1pp | 68.1%-10.4pp |
| Annual return | 17.01% | 23.07%-6.1pp | 63.41%-46.4pp | 53.51%-36.5pp |
| Employer contribution / active EE | $2,060 | $2,183-5.6% | $3,752-45.1% | $2,552-19.3% |
| Participant deferral / active EE | $3,268 | $4,326-24.4% | $6,282-48.0% | $4,126-20.8% |
| Admin fee / account holder | $1,529 | $7,921-80.7% | $9,818-84.4% | $7,339-79.2% |