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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 | $130,278 | $83,485+56.1% | $125,195+4.1% | $72,976+78.5% |
| Participation rate | 68.2% | 73.3%-5.1pp | 79.8%-11.6pp | 69.5%-1.3pp |
| Annual return | 18.68% | 25.77%-7.1pp | 43.79%-25.1pp | 81.02%-62.3pp |
| Employer contribution / active EE | $1,625 | $2,346-30.7% | $3,866-58.0% | $2,440-33.4% |
| Participant deferral / active EE | $3,549 | $3,586-1.1% | $4,937-28.1% | $3,608-1.6% |
| Admin fee / account holder | $6,880 | $5,518+24.7% | $9,704-29.1% | $5,124+34.3% |