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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 | $123,615 | $108,825+13.6% | $156,181-20.9% | $82,448+49.9% |
| Participation rate | 61.2% | 72.4%-11.1pp | 78.8%-17.6pp | 68.1%-6.8pp |
| Annual return | 14.61% | 20.59%-6.0pp | 64.87%-50.3pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,774 | $2,870-38.2% | $4,294-58.7% | $2,551-30.5% |
| Participant deferral / active EE | $4,456 | $4,577-2.7% | $6,132-27.3% | $4,139+7.7% |
| Admin fee / account holder | $1,234 | $9,341-86.8% | $14,586-91.5% | $7,234-82.9% |