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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 | $103,735 | $94,439+9.8% | $73,658+40.8% | $154,746-33.0% |
| Participation rate | 66.7% | 64.7%+2.0pp | 57.0%+9.6pp | 80.7%-14.0pp |
| Annual return | 10.53% | 28.25%-17.7pp | 29.72%-19.2pp | 172.34%-161.8pp |
| Employer contribution / active EE | $1,597 | $1,257+27.0% | $1,032+54.7% | $4,379-63.5% |
| Participant deferral / active EE | $6,658 | $2,527+163.5% | $2,062+222.9% | $6,730-1.1% |
| Admin fee / account holder | $856 | $3,843-77.7% | $3,357-74.5% | $14,365-94.0% |