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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 | $119,897 | $76,551+56.6% | $123,894-3.2% | $62,881+90.7% |
| Participation rate | 64.0% | 73.0%-9.0pp | 81.4%-17.4pp | 69.3%-5.3pp |
| Annual return | 10.10% | 18.68%-8.6pp | 47.52%-37.4pp | 20.14%-10.0pp |
| Employer contribution / active EE | $2,158 | $2,882-25.1% | $4,617-53.3% | $2,281-5.4% |
| Participant deferral / active EE | $4,458 | $4,840-7.9% | $5,984-25.5% | $3,203+39.2% |
| Admin fee / account holder | $334 | $4,826-93.1% | $8,357-96.0% | $4,296-92.2% |