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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 | $134,246 | $77,358+73.5% | $102,184+31.4% | $87,485+53.5% |
| Participation rate | 61.5% | 78.7%-17.1pp | 82.6%-21.1pp | 68.9%-7.4pp |
| Annual return | 18.05% | 41.11%-23.1pp | 31.58%-13.5pp | 26.06%-8.0pp |
| Employer contribution / active EE | $2,501 | $2,562-2.4% | $3,594-30.4% | $2,596-3.7% |
| Participant deferral / active EE | $4,967 | $6,753-26.4% | $8,309-40.2% | $4,274+16.2% |
| Admin fee / account holder | $1,433 | $6,809-79.0% | $11,609-87.7% | $7,775-81.6% |