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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 | $96,791 | $115,225-16.0% | $100,712-3.9% | $138,895-30.3% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 13.89% | 40.35%-26.5pp | 33.27%-19.4pp | 145.39%-131.5pp |
| Employer contribution / active EE | $2,320 | $2,771-16.3% | $2,313+0.3% | $4,194-44.7% |
| Participant deferral / active EE | $2,900 | $4,699-38.3% | $4,085-29.0% | $6,396-54.7% |
| Admin fee / account holder | $17,844 | $10,844+64.6% | $9,256+92.8% | $12,562+42.0% |