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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 | $121,504 | $114,712+5.9% | $173,730-30.1% | $87,485+38.9% |
| Participation rate | 61.5% | 73.0%-11.5pp | 79.6%-18.0pp | 68.9%-7.4pp |
| Annual return | 13.33% | 20.18%-6.9pp | 19.96%-6.6pp | 26.06%-12.7pp |
| Employer contribution / active EE | $1,002 | $2,904-65.5% | $4,577-78.1% | $2,596-61.4% |
| Participant deferral / active EE | $4,333 | $4,642-6.6% | $6,326-31.5% | $4,274+1.4% |
| Admin fee / account holder | $2,281 | $10,210-77.7% | $17,523-87.0% | $7,775-70.7% |