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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 | $86,246 | $76,407+12.9% | $150,298-42.6% | $82,448+4.6% |
| Participation rate | 60.7% | 66.4%-5.7pp | 77.8%-17.0pp | 68.1%-7.4pp |
| Annual return | 20.85% | 39.99%-19.1pp | 62.79%-41.9pp | 41.64%-20.8pp |
| Employer contribution / active EE | $3,507 | $2,614+34.2% | $4,154-15.6% | $2,551+37.5% |
| Participant deferral / active EE | $8,813 | $3,214+174.2% | $5,453+61.6% | $4,139+112.9% |
| Admin fee / account holder | $532 | $6,352-91.6% | $14,116-96.2% | $7,234-92.6% |