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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 | $141,751 | $81,233+74.5% | $155,567-8.9% | $80,874+75.3% |
| Participation rate | 61.1% | 66.2%-5.1pp | 78.2%-17.1pp | 67.6%-6.5pp |
| Annual return | 13.11% | 33.33%-20.2pp | 64.74%-51.6pp | 35.62%-22.5pp |
| Employer contribution / active EE | $2,632 | $3,101-15.1% | $4,674-43.7% | $2,756-4.5% |
| Participant deferral / active EE | $4,248 | $3,452+23.1% | $5,628-24.5% | $4,297-1.1% |
| Admin fee / account holder | $1,259 | $7,998-84.3% | $15,916-92.1% | $6,935-81.8% |