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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 | $137,909 | $101,795+35.5% | $165,100-16.5% | $80,959+70.3% |
| Participation rate | 58.8% | 71.8%-13.0pp | 78.6%-19.8pp | 67.7%-8.8pp |
| Annual return | 15.09% | 16.73%-1.6pp | 70.21%-55.1pp | 35.67%-20.6pp |
| Employer contribution / active EE | $1,159 | $2,954-60.8% | $4,348-73.3% | $2,757-58.0% |
| Participant deferral / active EE | $4,728 | $4,476+5.6% | $6,035-21.7% | $4,300+10.0% |
| Admin fee / account holder | $11,211 | $8,221+36.4% | $12,696-11.7% | $6,925+61.9% |