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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 | $81,358+74.2% | $155,556-8.9% | $80,959+75.1% |
| Participation rate | 61.1% | 66.3%-5.2pp | 78.2%-17.1pp | 67.7%-6.6pp |
| Annual return | 13.11% | 33.39%-20.3pp | 64.84%-51.7pp | 35.67%-22.6pp |
| Employer contribution / active EE | $2,632 | $3,106-15.3% | $4,675-43.7% | $2,757-4.5% |
| Participant deferral / active EE | $4,248 | $3,455+22.9% | $5,631-24.6% | $4,300-1.2% |
| Admin fee / account holder | $1,259 | $7,994-84.2% | $15,885-92.1% | $6,925-81.8% |