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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 | $125,387 | $123,793+1.3% | $177,840-29.5% | $79,852+57.0% |
| Participation rate | 61.5% | 84.7%-23.1pp | 87.7%-26.2pp | 69.6%-8.1pp |
| Annual return | 14.44% | 22.82%-8.4pp | 48.32%-33.9pp | 31.72%-17.3pp |
| Employer contribution / active EE | $2,171 | $4,095-47.0% | $5,919-63.3% | $2,471-12.1% |
| Participant deferral / active EE | $4,640 | $5,956-22.1% | $7,714-39.8% | $3,740+24.1% |
| Admin fee / account holder | $2,635 | $7,243-63.6% | $12,431-78.8% | $5,306-50.3% |