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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 | $96,926 | $110,240-12.1% | $96,544+0.4% | $139,487-30.5% |
| Participation rate | 66.7% | 78.1%-11.5pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 27.37% | 26.41%+1.0pp | 25.88%+1.5pp | 373.84%-346.5pp |
| Employer contribution / active EE | $2,596 | $3,622-28.3% | $2,966-12.5% | $4,755-45.4% |
| Participant deferral / active EE | $7,633 | $5,549+37.6% | $4,851+57.3% | $6,713+13.7% |
| Admin fee / account holder | $329 | $11,602-97.2% | $8,254-96.0% | $11,407-97.1% |