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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 | $113,727 | $101,798+11.7% | $165,071-31.1% | $80,935+40.5% |
| Participation rate | 61.5% | 71.8%-10.3pp | 78.6%-17.1pp | 67.7%-6.1pp |
| Annual return | 15.88% | 16.73%-0.8pp | 70.17%-54.3pp | 35.66%-19.8pp |
| Employer contribution / active EE | $2,260 | $2,954-23.5% | $4,347-48.0% | $2,757-18.0% |
| Participant deferral / active EE | $4,346 | $4,476-2.9% | $6,035-28.0% | $4,299+1.1% |
| Admin fee / account holder | $1,234 | $8,221-85.0% | $12,695-90.3% | $6,924-82.2% |