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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 | $116,617 | $138,366-15.7% | $184,185-36.7% | $80,911+44.1% |
| Participation rate | 64.9% | 83.9%-19.0pp | 86.8%-22.0pp | 67.6%-2.8pp |
| Annual return | 16.92% | 20.02%-3.1pp | 28.81%-11.9pp | 35.63%-18.7pp |
| Employer contribution / active EE | $3,088 | $4,849-36.3% | $6,426-51.9% | $2,756+12.0% |
| Participant deferral / active EE | $4,923 | $7,074-30.4% | $9,132-46.1% | $4,297+14.6% |
| Admin fee / account holder | $1,015 | $10,484-90.3% | $13,909-92.7% | $6,935-85.4% |