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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 | $113,135 | $108,825+4.0% | $156,181-27.6% | $82,448+37.2% |
| Participation rate | 67.7% | 72.4%-4.6pp | 78.8%-11.1pp | 68.1%-0.3pp |
| Annual return | 13.04% | 20.59%-7.6pp | 64.87%-51.8pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,053 | $2,870-63.3% | $4,294-75.5% | $2,551-58.7% |
| Participant deferral / active EE | $3,103 | $4,577-32.2% | $6,132-49.4% | $4,139-25.0% |
| Admin fee / account holder | $3,151 | $9,341-66.3% | $14,586-78.4% | $7,234-56.4% |