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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 | $100,778 | $106,974-5.8% | $90,796+11.0% | $138,895-27.4% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.5%-2.8pp | 79.9%-13.3pp |
| Annual return | 15.27% | 20.10%-4.8pp | 19.29%-4.0pp | 145.39%-130.1pp |
| Employer contribution / active EE | $1,630 | $2,609-37.5% | $2,294-28.9% | $4,194-61.1% |
| Participant deferral / active EE | $2,141 | $4,455-51.9% | $3,822-44.0% | $6,396-66.5% |
| Admin fee / account holder | $13,725 | $8,626+59.1% | $7,024+95.4% | $12,562+9.3% |