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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 | $106,864+21.9% | $147,318-11.6% | $82,637+57.6% |
| Participation rate | 65.4% | 75.5%-10.1pp | 82.1%-16.7pp | 68.1%-2.7pp |
| Annual return | 19.31% | 27.49%-8.2pp | 70.43%-51.1pp | 53.51%-34.2pp |
| Employer contribution / active EE | $2,929 | $3,417-14.3% | $4,593-36.2% | $2,552+14.8% |
| Participant deferral / active EE | $5,997 | $6,496-7.7% | $7,906-24.1% | $4,126+45.3% |
| Admin fee / account holder | $4,718 | $8,415-43.9% | $13,708-65.6% | $7,339-35.7% |