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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 | $123,898 | $99,875+24.1% | $146,866-15.6% | $86,983+42.4% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.5%-14.5pp | 69.5%-1.5pp |
| Annual return | 15.60% | 28.10%-12.5pp | 102.85%-87.3pp | 25.83%-10.2pp |
| Employer contribution / active EE | $1,071 | $3,224-66.8% | $4,425-75.8% | $2,584-58.5% |
| Participant deferral / active EE | $4,527 | $6,322-28.4% | $7,759-41.7% | $4,194+7.9% |
| Admin fee / account holder | $7,675 | $7,838-2.1% | $13,620-43.6% | $7,856-2.3% |