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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 | $118,469 | $124,980-5.2% | $108,359+9.3% | $154,746-23.4% |
| Participation rate | 65.0% | 75.2%-10.2pp | 70.1%-5.1pp | 80.7%-15.7pp |
| Annual return | 13.50% | 45.00%-31.5pp | 36.89%-23.4pp | 172.34%-158.8pp |
| Employer contribution / active EE | $778 | $2,851-72.7% | $2,399-67.6% | $4,379-82.2% |
| Participant deferral / active EE | $2,358 | $4,743-50.3% | $4,137-43.0% | $6,730-65.0% |
| Admin fee / account holder | $27,792 | $11,502+141.6% | $9,741+185.3% | $14,365+93.5% |