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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 | $103,477 | $98,240+5.3% | $82,312+25.7% | $147,586-29.9% |
| Participation rate | 68.2% | 79.7%-11.5pp | 76.9%-8.7pp | 82.8%-14.6pp |
| Annual return | 11.39% | 30.85%-19.5pp | 25.88%-14.5pp | 578.59%-567.2pp |
| Employer contribution / active EE | $1,576 | $3,192-50.6% | $2,428-35.1% | $4,876-67.7% |
| Participant deferral / active EE | $3,152 | $4,383-28.1% | $3,706-14.9% | $5,439-42.0% |
| Admin fee / account holder | $2,317 | $8,563-72.9% | $5,608-58.7% | $10,886-78.7% |