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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 | $135,838 | $108,825+24.8% | $156,181-13.0% | $82,448+64.8% |
| Participation rate | 68.6% | 72.4%-3.8pp | 78.8%-10.3pp | 68.1%+0.5pp |
| Annual return | 16.11% | 20.59%-4.5pp | 64.87%-48.8pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,660 | $2,870-42.2% | $4,294-61.3% | $2,551-34.9% |
| Participant deferral / active EE | $4,115 | $4,577-10.1% | $6,132-32.9% | $4,139-0.6% |
| Admin fee / account holder | $10,969 | $9,341+17.4% | $14,586-24.8% | $7,234+51.6% |