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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 | $124,937 | $99,875+25.1% | $146,866-14.9% | $86,983+43.6% |
| Participation rate | 61.5% | 75.8%-14.3pp | 82.5%-21.0pp | 69.5%-8.0pp |
| Annual return | 19.46% | 28.10%-8.6pp | 102.85%-83.4pp | 25.83%-6.4pp |
| Employer contribution / active EE | $2,470 | $3,224-23.4% | $4,425-44.2% | $2,584-4.4% |
| Participant deferral / active EE | $6,475 | $6,322+2.4% | $7,759-16.6% | $4,194+54.4% |
| Admin fee / account holder | $12,494 | $7,838+59.4% | $13,620-8.3% | $7,856+59.0% |