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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 | $133,127 | $87,106+52.8% | $105,607+26.1% | $80,935+64.5% |
| Participation rate | 69.7% | 70.4%-0.7pp | 75.3%-5.6pp | 67.7%+2.0pp |
| Annual return | 15.36% | 17.01%-1.7pp | 116.11%-100.7pp | 35.66%-20.3pp |
| Employer contribution / active EE | $2,035 | $2,396-15.1% | $3,167-35.7% | $2,757-26.2% |
| Participant deferral / active EE | $4,978 | $3,986+24.9% | $5,011-0.7% | $4,299+15.8% |
| Admin fee / account holder | $3,405 | $8,447-59.7% | $10,958-68.9% | $6,924-50.8% |