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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 | $118,527 | $99,875+18.7% | $146,866-19.3% | $86,983+36.3% |
| Participation rate | 26.5% | 75.8%-49.3pp | 82.5%-56.0pp | 69.5%-43.1pp |
| Annual return | 14.34% | 28.10%-13.8pp | 102.85%-88.5pp | 25.83%-11.5pp |
| Employer contribution / active EE | $1,890 | $3,224-41.4% | $4,425-57.3% | $2,584-26.9% |
| Participant deferral / active EE | $6,819 | $6,322+7.9% | $7,759-12.1% | $4,194+62.6% |
| Admin fee / account holder | $7,076 | $7,838-9.7% | $13,620-48.0% | $7,856-9.9% |