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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 | $114,444 | $124,980-8.4% | $108,359+5.6% | $154,746-26.0% |
| Participation rate | 61.9% | 75.2%-13.3pp | 70.1%-8.2pp | 80.7%-18.8pp |
| Annual return | 15.64% | 45.00%-29.4pp | 36.89%-21.3pp | 172.34%-156.7pp |
| Employer contribution / active EE | $1,877 | $2,851-34.2% | $2,399-21.8% | $4,379-57.1% |
| Participant deferral / active EE | $4,935 | $4,743+4.1% | $4,137+19.3% | $6,730-26.7% |
| Admin fee / account holder | $878 | $11,502-92.4% | $9,741-91.0% | $14,365-93.9% |