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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 | $117,778 | $101,795+15.7% | $165,100-28.7% | $80,959+45.5% |
| Participation rate | 56.7% | 71.8%-15.2pp | 78.6%-22.0pp | 67.7%-11.0pp |
| Annual return | 11.07% | 16.73%-5.7pp | 70.21%-59.1pp | 35.67%-24.6pp |
| Employer contribution / active EE | $1,473 | $2,954-50.1% | $4,348-66.1% | $2,757-46.6% |
| Participant deferral / active EE | $2,603 | $4,476-41.8% | $6,035-56.9% | $4,300-39.5% |
| Admin fee / account holder | $9,436 | $8,221+14.8% | $12,696-25.7% | $6,925+36.3% |