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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 | $101,205 | $124,980-19.0% | $108,359-6.6% | $154,746-34.6% |
| Participation rate | 65.0% | 75.2%-10.2pp | 70.1%-5.1pp | 80.7%-15.7pp |
| Annual return | 13.90% | 45.00%-31.1pp | 36.89%-23.0pp | 172.34%-158.4pp |
| Employer contribution / active EE | $2,363 | $2,851-17.1% | $2,399-1.5% | $4,379-46.0% |
| Participant deferral / active EE | $3,379 | $4,743-28.7% | $4,137-18.3% | $6,730-49.8% |
| Admin fee / account holder | $8,360 | $11,502-27.3% | $9,741-14.2% | $14,365-41.8% |