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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 | $130,260 | $99,875+30.4% | $146,866-11.3% | $86,983+49.8% |
| Participation rate | 65.4% | 75.8%-10.4pp | 82.5%-17.1pp | 69.5%-4.2pp |
| Annual return | 19.31% | 28.10%-8.8pp | 102.85%-83.5pp | 25.83%-6.5pp |
| Employer contribution / active EE | $2,929 | $3,224-9.2% | $4,425-33.8% | $2,584+13.3% |
| Participant deferral / active EE | $5,997 | $6,322-5.1% | $7,759-22.7% | $4,194+43.0% |
| Admin fee / account holder | $4,718 | $7,838-39.8% | $13,620-65.4% | $7,856-39.9% |