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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 | $81,446+54.6% | $103,374+21.8% | $80,874+55.7% |
| Participation rate | 56.0% | 66.9%-10.9pp | 74.5%-18.5pp | 67.6%-11.6pp |
| Annual return | 15.87% | 25.57%-9.7pp | 24.89%-9.0pp | 35.62%-19.7pp |
| Employer contribution / active EE | $1,764 | $3,107-43.2% | $3,869-54.4% | $2,756-36.0% |
| Participant deferral / active EE | $5,371 | $3,870+38.8% | $5,058+6.2% | $4,297+25.0% |
| Admin fee / account holder | $12,235 | $6,715+82.2% | $8,394+45.8% | $6,935+76.4% |