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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 | $104,693 | $81,233+28.9% | $155,567-32.7% | $80,874+29.5% |
| Participation rate | 63.9% | 66.2%-2.3pp | 78.2%-14.3pp | 67.6%-3.8pp |
| Annual return | 15.06% | 33.33%-18.3pp | 64.74%-49.7pp | 35.62%-20.6pp |
| Employer contribution / active EE | $1,751 | $3,101-43.5% | $4,674-62.5% | $2,756-36.5% |
| Participant deferral / active EE | $3,245 | $3,452-6.0% | $5,628-42.3% | $4,297-24.5% |
| Admin fee / account holder | $14,796 | $7,998+85.0% | $15,916-7.0% | $6,935+113.3% |