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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 | $102,517 | $93,598+9.5% | $135,974-24.6% | $75,173+36.4% |
| Participation rate | 60.0% | 75.2%-15.2pp | 81.9%-21.9pp | 67.2%-7.2pp |
| Annual return | 20.42% | 30.89%-10.5pp | 68.30%-47.9pp | 160.72%-140.3pp |
| Employer contribution / active EE | $3,710 | $3,538+4.9% | $4,859-23.6% | $2,671+38.9% |
| Participant deferral / active EE | $7,710 | $6,405+20.4% | $7,760-0.6% | $4,126+86.8% |
| Admin fee / account holder | $11,143 | $6,978+59.7% | $10,767+3.5% | $5,651+97.2% |