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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 | $103,619 | $107,809-3.9% | $97,032+6.8% | $155,188-33.2% |
| Participation rate | 66.7% | 75.5%-8.8pp | 71.6%-4.9pp | 80.8%-14.1pp |
| Annual return | 15.26% | 38.06%-22.8pp | 35.38%-20.1pp | 148.84%-133.6pp |
| Employer contribution / active EE | $2,084 | $2,911-28.4% | $2,629-20.7% | $4,248-50.9% |
| Participant deferral / active EE | $2,784 | $5,129-45.7% | $4,672-40.4% | $6,531-57.4% |
| Admin fee / account holder | $1,098 | $10,717-89.8% | $9,418-88.3% | $14,480-92.4% |