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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 | $103,888 | $116,167-10.6% | $64,489+61.1% | $137,256-24.3% |
| Participation rate | 66.7% | 68.2%-1.5pp | 67.7%-1.0pp | 80.0%-13.3pp |
| Annual return | 15.70% | 36.55%-20.8pp | 55.03%-39.3pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,238 | $2,483-9.9% | $1,523+46.9% | $4,156-46.2% |
| Participant deferral / active EE | $3,605 | $4,215-14.5% | $2,778+29.7% | $6,407-43.7% |
| Admin fee / account holder | $19,912 | $6,188+221.8% | $4,260+367.4% | $12,270+62.3% |