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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 | $101,236 | $76,407+32.5% | $150,298-32.6% | $82,448+22.8% |
| Participation rate | 61.4% | 66.4%-5.0pp | 77.8%-16.4pp | 68.1%-6.7pp |
| Annual return | 16.32% | 39.99%-23.7pp | 62.79%-46.5pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,903 | $2,614-27.2% | $4,154-54.2% | $2,551-25.4% |
| Participant deferral / active EE | $1,903 | $3,214-40.8% | $5,453-65.1% | $4,139-54.0% |
| Admin fee / account holder | $2,431 | $6,352-61.7% | $14,116-82.8% | $7,234-66.4% |