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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 | $118,823 | $93,598+27.0% | $135,974-12.6% | $75,173+58.1% |
| Participation rate | 59.4% | 75.2%-15.8pp | 81.9%-22.5pp | 67.2%-7.8pp |
| Annual return | 20.84% | 30.89%-10.0pp | 68.30%-47.5pp | 160.72%-139.9pp |
| Employer contribution / active EE | $1,875 | $3,538-47.0% | $4,859-61.4% | $2,671-29.8% |
| Participant deferral / active EE | $4,447 | $6,405-30.6% | $7,760-42.7% | $4,126+7.8% |
| Admin fee / account holder | $1,668 | $6,978-76.1% | $10,767-84.5% | $5,651-70.5% |