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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 | $126,777 | $108,825+16.5% | $156,181-18.8% | $82,448+53.8% |
| Participation rate | 59.3% | 72.4%-13.1pp | 78.8%-19.6pp | 68.1%-8.8pp |
| Annual return | 17.34% | 20.59%-3.2pp | 64.87%-47.5pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,934 | $2,870+2.2% | $4,294-31.7% | $2,551+15.0% |
| Participant deferral / active EE | $4,745 | $4,577+3.7% | $6,132-22.6% | $4,139+14.6% |
| Admin fee / account holder | $2,427 | $9,341-74.0% | $14,586-83.4% | $7,234-66.4% |