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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 | $109,782+13.7% | $260,467-52.1% | $94,015+32.8% |
| Participation rate | 57.7% | 67.2%-9.5pp | 80.5%-22.8pp | 70.8%-13.1pp |
| Annual return | 17.01% | 18.60%-1.6pp | 100.60%-83.6pp | 17.84%-0.8pp |
| Employer contribution / active EE | $2,060 | $2,147-4.0% | $4,239-51.4% | $2,790-26.2% |
| Participant deferral / active EE | $3,268 | $4,044-19.2% | $6,319-48.3% | $4,249-23.1% |
| Admin fee / account holder | $1,529 | $11,958-87.2% | $15,461-90.1% | $8,951-82.9% |