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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 | $125,598 | $106,749+17.7% | $145,433-13.6% | $82,448+52.3% |
| Participation rate | 67.7% | 75.6%-7.9pp | 82.1%-14.4pp | 68.1%-0.3pp |
| Annual return | 16.75% | 27.59%-10.8pp | 66.58%-49.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,875 | $3,444-16.5% | $4,554-36.9% | $2,551+12.7% |
| Participant deferral / active EE | $6,359 | $6,519-2.4% | $7,897-19.5% | $4,139+53.6% |
| Admin fee / account holder | $660 | $8,390-92.1% | $13,129-95.0% | $7,234-90.9% |