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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 | $101,752+35.5% | $164,928-16.4% | $80,911+70.4% |
| Participation rate | 58.8% | 71.8%-13.0pp | 78.6%-19.8pp | 67.6%-8.8pp |
| Annual return | 15.09% | 16.73%-1.6pp | 70.08%-55.0pp | 35.63%-20.5pp |
| Employer contribution / active EE | $1,159 | $2,953-60.8% | $4,343-73.3% | $2,756-57.9% |
| Participant deferral / active EE | $4,728 | $4,477+5.6% | $6,034-21.6% | $4,297+10.0% |
| Admin fee / account holder | $11,211 | $8,218+36.4% | $12,684-11.6% | $6,935+61.7% |