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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 | $99,951 | $88,672+12.7% | $105,223-5.0% | $82,448+21.2% |
| Participation rate | 64.5% | 67.9%-3.4pp | 75.0%-10.5pp | 68.1%-3.6pp |
| Annual return | 18.32% | 30.86%-12.5pp | 180.65%-162.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $2,449 | $3,048-19.7% | $3,689-33.6% | $2,551-4.0% |
| Participant deferral / active EE | $3,522 | $4,036-12.7% | $5,072-30.6% | $4,139-14.9% |
| Admin fee / account holder | $2,729 | $7,146-61.8% | $8,859-69.2% | $7,234-62.3% |