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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 | $113,047 | $81,262+39.1% | $155,602-27.3% | $80,911+39.7% |
| Participation rate | 66.1% | 66.2%-0.1pp | 78.2%-12.1pp | 67.6%-1.5pp |
| Annual return | 26.01% | 33.34%-7.3pp | 64.81%-38.8pp | 35.63%-9.6pp |
| Employer contribution / active EE | $2,445 | $3,102-21.2% | $4,675-47.7% | $2,756-11.3% |
| Participant deferral / active EE | $4,485 | $3,451+29.9% | $5,629-20.3% | $4,297+4.4% |
| Admin fee / account holder | $6,296 | $7,992-21.2% | $15,923-60.5% | $6,935-9.2% |