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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 | $125,893 | $81,504+54.5% | $102,437+22.9% | $80,959+55.5% |
| Participation rate | 56.0% | 66.9%-10.9pp | 74.5%-18.5pp | 67.7%-11.7pp |
| Annual return | 15.87% | 25.60%-9.7pp | 24.95%-9.1pp | 35.67%-19.8pp |
| Employer contribution / active EE | $1,764 | $3,104-43.1% | $3,871-54.4% | $2,757-36.0% |
| Participant deferral / active EE | $5,371 | $3,871+38.8% | $5,060+6.1% | $4,300+24.9% |
| Admin fee / account holder | $12,235 | $6,719+82.1% | $8,388+45.9% | $6,925+76.7% |