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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 | $105,211 | $94,436+11.4% | $115,599-9.0% | $82,637+27.3% |
| Participation rate | 63.0% | 70.4%-7.4pp | 74.3%-11.3pp | 68.1%-5.0pp |
| Annual return | 18.11% | 18.37%-0.3pp | 111.10%-93.0pp | 53.51%-35.4pp |
| Employer contribution / active EE | $1,257 | $2,324-45.9% | $2,955-57.5% | $2,552-50.8% |
| Participant deferral / active EE | $5,046 | $3,955+27.6% | $4,889+3.2% | $4,126+22.3% |
| Admin fee / account holder | $386 | $10,328-96.3% | $12,841-97.0% | $7,339-94.7% |