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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 | $117,535 | $106,749+10.1% | $145,433-19.2% | $82,448+42.6% |
| Participation rate | 65.7% | 75.6%-9.9pp | 82.1%-16.4pp | 68.1%-2.4pp |
| Annual return | 18.07% | 27.59%-9.5pp | 66.58%-48.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $2,755 | $3,444-20.0% | $4,554-39.5% | $2,551+8.0% |
| Participant deferral / active EE | $6,693 | $6,519+2.7% | $7,897-15.3% | $4,139+61.7% |
| Admin fee / account holder | $808 | $8,390-90.4% | $13,129-93.8% | $7,234-88.8% |