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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 | $115,931+8.6% | $185,441-32.1% | $86,983+44.8% |
| Participation rate | 63.3% | 73.6%-10.3pp | 80.3%-16.9pp | 69.5%-6.2pp |
| Annual return | 13.41% | 21.47%-8.1pp | 20.16%-6.8pp | 25.83%-12.4pp |
| Employer contribution / active EE | $1,996 | $2,937-32.0% | $4,672-57.3% | $2,584-22.8% |
| Participant deferral / active EE | $3,401 | $4,551-25.3% | $6,152-44.7% | $4,194-18.9% |
| Admin fee / account holder | $2,428 | $10,687-77.3% | $17,890-86.4% | $7,856-69.1% |