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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 | $104,006 | $91,167+14.1% | $178,498-41.7% | $79,858+30.2% |
| Participation rate | 62.2% | 69.2%-7.0pp | 81.9%-19.7pp | 69.6%-7.4pp |
| Annual return | 11.89% | 24.19%-12.3pp | 151.09%-139.2pp | 31.72%-19.8pp |
| Employer contribution / active EE | $1,375 | $3,255-57.8% | $5,011-72.6% | $2,471-44.4% |
| Participant deferral / active EE | $3,391 | $3,236+4.8% | $5,202-34.8% | $3,740-9.3% |
| Admin fee / account holder | $4,214 | $6,747-37.5% | $13,985-69.9% | $5,306-20.6% |