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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 | $99,204 | $91,179+8.8% | $178,499-44.4% | $79,852+24.2% |
| Participation rate | 69.2% | 69.2%0pp | 81.9%-12.7pp | 69.6%-0.4pp |
| Annual return | 12.94% | 24.19%-11.3pp | 151.10%-138.2pp | 31.72%-18.8pp |
| Employer contribution / active EE | $2,046 | $3,256-37.2% | $5,011-59.2% | $2,471-17.2% |
| Participant deferral / active EE | $1,470 | $3,236-54.6% | $5,202-71.7% | $3,740-60.7% |
| Admin fee / account holder | $8,588 | $6,749+27.3% | $13,986-38.6% | $5,306+61.8% |