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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 | $126,721 | $110,137+15.1% | $161,149-21.4% | $82,637+53.3% |
| Participation rate | 62.8% | 72.4%-9.6pp | 78.8%-16.0pp | 68.1%-5.3pp |
| Annual return | 14.45% | 20.69%-6.2pp | 21.16%-6.7pp | 53.51%-39.1pp |
| Employer contribution / active EE | $2,396 | $2,856-16.1% | $4,360-45.0% | $2,552-6.1% |
| Participant deferral / active EE | $4,983 | $4,575+8.9% | $6,153-19.0% | $4,126+20.8% |
| Admin fee / account holder | $16,069 | $9,467+69.7% | $15,194+5.8% | $7,339+119.0% |