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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 | $125,955 | $108,825+15.7% | $156,181-19.4% | $82,448+52.8% |
| Participation rate | 63.3% | 72.4%-9.0pp | 78.8%-15.5pp | 68.1%-4.7pp |
| Annual return | 13.41% | 20.59%-7.2pp | 64.87%-51.5pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,996 | $2,870-30.5% | $4,294-53.5% | $2,551-21.8% |
| Participant deferral / active EE | $3,401 | $4,577-25.7% | $6,132-44.5% | $4,139-17.8% |
| Admin fee / account holder | $2,428 | $9,341-74.0% | $14,586-83.4% | $7,234-66.4% |