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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 | $125,128 | $112,729+11.0% | $98,716+26.8% | $137,256-8.8% |
| Participation rate | 30.8% | 74.2%-43.5pp | 69.3%-38.5pp | 80.0%-49.2pp |
| Annual return | 13.56% | 38.48%-24.9pp | 31.81%-18.2pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,596 | $2,725-4.7% | $2,279+13.9% | $4,156-37.5% |
| Participant deferral / active EE | $4,851 | $4,640+4.5% | $4,048+19.8% | $6,407-24.3% |
| Admin fee / account holder | $15,478 | $10,129+52.8% | $8,703+77.9% | $12,270+26.1% |