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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 | $125,225 | $118,467+5.7% | $98,450+27.2% | $139,456-10.2% |
| Participation rate | 63.6% | 77.5%-13.8pp | 75.2%-11.5pp | 80.3%-16.7pp |
| Annual return | 22.27% | 18.95%+3.3pp | 21.16%+1.1pp | 373.45%-351.2pp |
| Employer contribution / active EE | $1,860 | $3,611-48.5% | $3,049-39.0% | $4,753-60.9% |
| Participant deferral / active EE | $6,729 | $5,393+24.8% | $4,739+42.0% | $6,711+0.3% |
| Admin fee / account holder | $5,483 | $14,057-61.0% | $8,961-38.8% | $11,407-51.9% |