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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 | $114,554 | $88,996+28.7% | $78,004+46.9% | $138,895-17.5% |
| Participation rate | 61.5% | 74.4%-12.8pp | 69.4%-7.9pp | 79.9%-18.4pp |
| Annual return | 26.66% | 28.03%-1.4pp | 31.07%-4.4pp | 145.39%-118.7pp |
| Employer contribution / active EE | $2,349 | $2,917-19.5% | $2,469-4.9% | $4,194-44.0% |
| Participant deferral / active EE | $4,479 | $4,724-5.2% | $4,092+9.5% | $6,396-30.0% |
| Admin fee / account holder | $6,224 | $8,807-29.3% | $7,578-17.9% | $12,562-50.5% |