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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 | $123,993 | $77,814+59.3% | $158,223-21.6% | $86,983+42.5% |
| Participation rate | 57.5% | 68.4%-10.9pp | 79.2%-21.7pp | 69.5%-12.0pp |
| Annual return | 18.94% | 30.54%-11.6pp | 52.09%-33.1pp | 25.83%-6.9pp |
| Employer contribution / active EE | $2,168 | $2,592-16.4% | $4,109-47.2% | $2,584-16.1% |
| Participant deferral / active EE | $4,114 | $3,270+25.8% | $5,467-24.7% | $4,194-1.9% |
| Admin fee / account holder | $5,291 | $5,879-10.0% | $16,047-67.0% | $7,856-32.6% |