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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 | $119,664 | $110,137+8.7% | $161,149-25.7% | $82,637+44.8% |
| Participation rate | 66.7% | 72.4%-5.7pp | 78.8%-12.2pp | 68.1%-1.4pp |
| Annual return | 27.79% | 20.69%+7.1pp | 21.16%+6.6pp | 53.51%-25.7pp |
| Employer contribution / active EE | $1,633 | $2,856-42.8% | $4,360-62.5% | $2,552-36.0% |
| Participant deferral / active EE | $4,923 | $4,575+7.6% | $6,153-20.0% | $4,126+19.3% |
| Admin fee / account holder | $1,288 | $9,467-86.4% | $15,194-91.5% | $7,339-82.5% |