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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 | $126,523 | $91,760+37.9% | $156,181-19.0% | $67,986+86.1% |
| Participation rate | 43.3% | 65.0%-21.7pp | 78.8%-35.5pp | 57.2%-13.9pp |
| Annual return | 20.62% | 18.14%+2.5pp | 64.87%-44.2pp | 31.67%-11.0pp |
| Employer contribution / active EE | $2,431 | $2,419+0.5% | $4,294-43.4% | $2,019+20.4% |
| Participant deferral / active EE | $4,983 | $3,960+25.8% | $6,132-18.7% | $3,358+48.4% |
| Admin fee / account holder | $6,703 | $3,949+69.8% | $14,586-54.0% | $3,203+109.3% |