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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 | $124,475 | $107,809+15.5% | $97,032+28.3% | $155,188-19.8% |
| Participation rate | 66.7% | 75.5%-8.8pp | 71.6%-4.9pp | 80.8%-14.1pp |
| Annual return | 14.21% | 38.06%-23.8pp | 35.38%-21.2pp | 148.84%-134.6pp |
| Employer contribution / active EE | $1,697 | $2,911-41.7% | $2,629-35.4% | $4,248-60.0% |
| Participant deferral / active EE | $12,203 | $5,129+137.9% | $4,672+161.2% | $6,531+86.8% |
| Admin fee / account holder | $1,072 | $10,717-90.0% | $9,418-88.6% | $14,480-92.6% |