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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 | $108,825+11.7% | $156,181-22.2% | $82,448+47.4% |
| Participation rate | 61.5% | 72.4%-10.8pp | 78.8%-17.3pp | 68.1%-6.5pp |
| Annual return | 13.33% | 20.59%-7.3pp | 64.87%-51.5pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,002 | $2,870-65.1% | $4,294-76.7% | $2,551-60.7% |
| Participant deferral / active EE | $4,333 | $4,577-5.3% | $6,132-29.3% | $4,139+4.7% |
| Admin fee / account holder | $2,281 | $9,341-75.6% | $14,586-84.4% | $7,234-68.5% |