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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 | $100,459 | $93,617+7.3% | $135,982-26.1% | $75,177+33.6% |
| Participation rate | 65.1% | 75.2%-10.1pp | 81.9%-16.8pp | 67.2%-2.1pp |
| Annual return | 17.21% | 30.89%-13.7pp | 68.32%-51.1pp | 160.75%-143.5pp |
| Employer contribution / active EE | $1,669 | $3,538-52.8% | $4,859-65.7% | $2,671-37.5% |
| Participant deferral / active EE | $3,277 | $6,406-48.9% | $7,760-57.8% | $4,126-20.6% |
| Admin fee / account holder | $5,127 | $6,980-26.5% | $10,767-52.4% | $5,651-9.3% |