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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 | $102,506 | $109,359-6.3% | $162,171-36.8% | $72,983+40.5% |
| Participation rate | 59.3% | 84.3%-25.0pp | 87.6%-28.3pp | 69.5%-10.2pp |
| Annual return | 21.80% | 25.46%-3.7pp | 115.60%-93.8pp | 81.01%-59.2pp |
| Employer contribution / active EE | $2,487 | $3,907-36.3% | $5,613-55.7% | $2,440+1.9% |
| Participant deferral / active EE | $4,973 | $5,481-9.3% | $7,297-31.9% | $3,608+37.8% |
| Admin fee / account holder | $8,857 | $7,972+11.1% | $10,843-18.3% | $5,124+72.8% |