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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 | $106,873 | $79,894+33.8% | $135,792-21.3% | $82,637+29.3% |
| Participation rate | 66.7% | 63.0%+3.7pp | 72.6%-5.9pp | 68.1%-1.4pp |
| Annual return | 14.50% | 17.20%-2.7pp | 25.96%-11.5pp | 53.51%-39.0pp |
| Employer contribution / active EE | $1,710 | $2,165-21.0% | $3,496-51.1% | $2,552-33.0% |
| Participant deferral / active EE | $2,704 | $3,194-15.4% | $4,759-43.2% | $4,126-34.5% |
| Admin fee / account holder | $19,655 | $6,434+205.5% | $12,266+60.2% | $7,339+167.8% |