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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 | $119,075 | $69,977+70.2% | $108,582+9.7% | $62,881+89.4% |
| Participation rate | 61.4% | 72.9%-11.5pp | 79.6%-18.1pp | 69.3%-7.9pp |
| Annual return | 6.04% | 10.73%-4.7pp | -51.70%+57.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,114 | $2,135-1.0% | $3,758-43.8% | $2,281-7.3% |
| Participant deferral / active EE | $3,016 | $3,165-4.7% | $4,311-30.0% | $3,203-5.9% |
| Admin fee / account holder | $1,647 | $5,076-67.6% | $7,645-78.5% | $4,296-61.7% |