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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 | $120,057 | $87,166+37.7% | $76,735+56.5% | $137,256-12.5% |
| Participation rate | 53.8% | 74.4%-20.5pp | 69.5%-15.7pp | 80.0%-26.1pp |
| Annual return | 17.81% | 26.50%-8.7pp | 29.77%-12.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,699 | $2,904-41.5% | $2,454-30.8% | $4,156-59.1% |
| Participant deferral / active EE | $4,944 | $4,726+4.6% | $4,088+20.9% | $6,407-22.8% |
| Admin fee / account holder | $3,096 | $8,403-63.2% | $7,189-56.9% | $12,270-74.8% |