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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 | $106,159 | $76,407+38.9% | $150,298-29.4% | $82,448+28.8% |
| Participation rate | 64.0% | 66.4%-2.4pp | 77.8%-13.8pp | 68.1%-4.1pp |
| Annual return | 14.38% | 39.99%-25.6pp | 62.79%-48.4pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,462 | $2,614-44.1% | $4,154-64.8% | $2,551-42.7% |
| Participant deferral / active EE | $3,317 | $3,214+3.2% | $5,453-39.2% | $4,139-19.9% |
| Admin fee / account holder | $3,473 | $6,352-45.3% | $14,116-75.4% | $7,234-52.0% |