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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 | $106,047 | $94,436+12.3% | $115,599-8.3% | $82,637+28.3% |
| Participation rate | 66.7% | 70.4%-3.8pp | 74.3%-7.6pp | 68.1%-1.4pp |
| Annual return | 12.17% | 18.37%-6.2pp | 111.10%-98.9pp | 53.51%-41.3pp |
| Employer contribution / active EE | $749 | $2,324-67.8% | $2,955-74.7% | $2,552-70.7% |
| Participant deferral / active EE | $2,970 | $3,955-24.9% | $4,889-39.3% | $4,126-28.0% |
| Admin fee / account holder | $3,282 | $10,328-68.2% | $12,841-74.4% | $7,339-55.3% |