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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 | $101,718 | $106,864-4.8% | $147,318-31.0% | $82,637+23.1% |
| Participation rate | 57.7% | 75.5%-17.8pp | 82.1%-24.4pp | 68.1%-10.4pp |
| Annual return | 16.19% | 27.49%-11.3pp | 70.43%-54.2pp | 53.51%-37.3pp |
| Employer contribution / active EE | $3,354 | $3,417-1.8% | $4,593-27.0% | $2,552+31.4% |
| Participant deferral / active EE | $10,672 | $6,496+64.3% | $7,906+35.0% | $4,126+158.6% |
| Admin fee / account holder | $5,858 | $8,415-30.4% | $13,708-57.3% | $7,339-20.2% |