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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 | $117,782 | $106,864+10.2% | $147,318-20.0% | $82,637+42.5% |
| Participation rate | 50.0% | 75.5%-25.5pp | 82.1%-32.1pp | 68.1%-18.1pp |
| Annual return | 16.93% | 27.49%-10.6pp | 70.43%-53.5pp | 53.51%-36.6pp |
| Employer contribution / active EE | $3,346 | $3,417-2.1% | $4,593-27.1% | $2,552+31.1% |
| Participant deferral / active EE | $6,912 | $6,496+6.4% | $7,906-12.6% | $4,126+67.5% |
| Admin fee / account holder | $12,095 | $8,415+43.7% | $13,708-11.8% | $7,339+64.8% |