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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 | $116,972 | $76,407+53.1% | $150,298-22.2% | $82,448+41.9% |
| Participation rate | 65.6% | 66.4%-0.8pp | 77.8%-12.1pp | 68.1%-2.4pp |
| Annual return | 15.22% | 39.99%-24.8pp | 62.79%-47.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,626 | $2,614-37.8% | $4,154-60.9% | $2,551-36.3% |
| Participant deferral / active EE | $3,128 | $3,214-2.7% | $5,453-42.6% | $4,139-24.4% |
| Admin fee / account holder | $1,128 | $6,352-82.2% | $14,116-92.0% | $7,234-84.4% |