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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 | $105,360 | $83,485+26.2% | $125,192-15.8% | $72,975+44.4% |
| Participation rate | 67.8% | 73.3%-5.5pp | 79.8%-12.0pp | 69.5%-1.7pp |
| Annual return | 17.93% | 25.77%-7.8pp | 43.79%-25.9pp | 81.01%-63.1pp |
| Employer contribution / active EE | $1,217 | $2,346-48.1% | $3,866-68.5% | $2,440-50.1% |
| Participant deferral / active EE | $3,538 | $3,586-1.4% | $4,937-28.3% | $3,608-1.9% |
| Admin fee / account holder | $13,945 | $5,518+152.7% | $9,704+43.7% | $5,124+172.2% |