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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 | $116,297 | $87,166+33.4% | $76,735+51.6% | $137,256-15.3% |
| Participation rate | 62.5% | 74.4%-11.9pp | 69.5%-7.0pp | 80.0%-17.5pp |
| Annual return | 15.97% | 26.50%-10.5pp | 29.77%-13.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,265 | $2,904-22.0% | $2,454-7.7% | $4,156-45.5% |
| Participant deferral / active EE | $5,523 | $4,726+16.9% | $4,088+35.1% | $6,407-13.8% |
| Admin fee / account holder | $2,404 | $8,403-71.4% | $7,189-66.6% | $12,270-80.4% |