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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 | $118,322 | $93,598+26.4% | $135,974-13.0% | $75,173+57.4% |
| Participation rate | 63.0% | 75.2%-12.2pp | 81.9%-19.0pp | 67.2%-4.2pp |
| Annual return | 17.64% | 30.89%-13.2pp | 68.30%-50.7pp | 160.72%-143.1pp |
| Employer contribution / active EE | $1,683 | $3,538-52.4% | $4,859-65.4% | $2,671-37.0% |
| Participant deferral / active EE | $4,677 | $6,405-27.0% | $7,760-39.7% | $4,126+13.4% |
| Admin fee / account holder | $2,943 | $6,978-57.8% | $10,767-72.7% | $5,651-47.9% |