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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 | $100,173 | $69,977+43.2% | $108,582-7.7% | $62,881+59.3% |
| Participation rate | 66.7% | 72.9%-6.2pp | 79.6%-12.9pp | 69.3%-2.6pp |
| Annual return | 9.94% | 10.73%-0.8pp | -51.70%+61.6pp | 20.14%-10.2pp |
| Employer contribution / active EE | $1,931 | $2,135-9.5% | $3,758-48.6% | $2,281-15.3% |
| Participant deferral / active EE | $4,801 | $3,165+51.7% | $4,311+11.4% | $3,203+49.9% |
| Admin fee / account holder | $2,926 | $5,076-42.4% | $7,645-61.7% | $4,296-31.9% |