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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 | $127,085 | $75,541+68.2% | $152,093-16.4% | $82,637+53.8% |
| Participation rate | 59.6% | 66.5%-7.0pp | 77.8%-18.2pp | 68.1%-8.5pp |
| Annual return | 23.29% | 32.56%-9.3pp | 66.36%-43.1pp | 53.51%-30.2pp |
| Employer contribution / active EE | $2,972 | $2,622+13.3% | $4,175-28.8% | $2,552+16.4% |
| Participant deferral / active EE | $6,451 | $3,206+101.3% | $5,451+18.3% | $4,126+56.4% |
| Admin fee / account holder | $3,941 | $6,405-38.5% | $14,497-72.8% | $7,339-46.3% |