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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 | $129,670 | $106,749+21.5% | $145,433-10.8% | $82,448+57.3% |
| Participation rate | 69.2% | 75.6%-6.4pp | 82.1%-12.9pp | 68.1%+1.2pp |
| Annual return | 15.93% | 27.59%-11.7pp | 66.58%-50.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $2,763 | $3,444-19.8% | $4,554-39.3% | $2,551+8.3% |
| Participant deferral / active EE | $4,443 | $6,519-31.8% | $7,897-43.7% | $4,139+7.3% |
| Admin fee / account holder | $43,603 | $8,390+419.7% | $13,129+232.1% | $7,234+502.7% |