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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 | $124,980+0.1% | $108,359+15.5% | $154,746-19.1% |
| Participation rate | 30.8% | 75.2%-44.4pp | 70.1%-39.4pp | 80.7%-49.9pp |
| Annual return | 13.56% | 45.00%-31.4pp | 36.89%-23.3pp | 172.34%-158.8pp |
| Employer contribution / active EE | $2,596 | $2,851-8.9% | $2,399+8.2% | $4,379-40.7% |
| Participant deferral / active EE | $4,851 | $4,743+2.3% | $4,137+17.3% | $6,730-27.9% |
| Admin fee / account holder | $15,478 | $11,502+34.6% | $9,741+58.9% | $14,365+7.7% |