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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 | $106,772 | $115,225-7.3% | $100,712+6.0% | $138,895-23.1% |
| Participation rate | 56.3% | 74.3%-18.1pp | 69.3%-13.0pp | 79.9%-23.7pp |
| Annual return | 13.74% | 40.35%-26.6pp | 33.27%-19.5pp | 145.39%-131.6pp |
| Employer contribution / active EE | $1,882 | $2,771-32.1% | $2,313-18.6% | $4,194-55.1% |
| Participant deferral / active EE | $6,465 | $4,699+37.6% | $4,085+58.3% | $6,396+1.1% |
| Admin fee / account holder | $6,684 | $10,844-38.4% | $9,256-27.8% | $12,562-46.8% |