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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 | $110,137+14.4% | $161,149-21.8% | $82,637+52.4% |
| Participation rate | 63.3% | 72.4%-9.0pp | 78.8%-15.5pp | 68.1%-4.7pp |
| Annual return | 13.41% | 20.69%-7.3pp | 21.16%-7.7pp | 53.51%-40.1pp |
| Employer contribution / active EE | $1,996 | $2,856-30.1% | $4,360-54.2% | $2,552-21.8% |
| Participant deferral / active EE | $3,401 | $4,575-25.7% | $6,153-44.7% | $4,126-17.6% |
| Admin fee / account holder | $2,428 | $9,467-74.4% | $15,194-84.0% | $7,339-66.9% |