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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 | $98,958 | $94,439+4.8% | $73,658+34.3% | $154,746-36.1% |
| Participation rate | 62.5% | 64.7%-2.2pp | 57.0%+5.5pp | 80.7%-18.2pp |
| Annual return | 15.71% | 28.25%-12.5pp | 29.72%-14.0pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,352 | $1,257+7.5% | $1,032+30.9% | $4,379-69.1% |
| Participant deferral / active EE | $3,833 | $2,527+51.7% | $2,062+85.9% | $6,730-43.0% |
| Admin fee / account holder | $1,094 | $3,843-71.5% | $3,357-67.4% | $14,365-92.4% |