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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 | $131,992 | $76,407+72.7% | $150,298-12.2% | $82,448+60.1% |
| Participation rate | 65.0% | 66.4%-1.4pp | 77.8%-12.8pp | 68.1%-3.1pp |
| Annual return | 14.00% | 39.99%-26.0pp | 62.79%-48.8pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,699 | $2,614-35.0% | $4,154-59.1% | $2,551-33.4% |
| Participant deferral / active EE | $4,011 | $3,214+24.8% | $5,453-26.4% | $4,139-3.1% |
| Admin fee / account holder | $3,088 | $6,352-51.4% | $14,116-78.1% | $7,234-57.3% |