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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 | $100,683 | $102,609-1.9% | $98,090+2.6% | $138,895-27.5% |
| Participation rate | 60.0% | 82.8%-22.8pp | 81.5%-21.5pp | 79.9%-19.9pp |
| Annual return | 13.89% | 36.44%-22.6pp | 37.05%-23.2pp | 145.39%-131.5pp |
| Employer contribution / active EE | $2,066 | $3,867-46.6% | $3,606-42.7% | $4,194-50.7% |
| Participant deferral / active EE | $3,146 | $8,167-61.5% | $7,845-59.9% | $6,396-50.8% |
| Admin fee / account holder | $962 | $11,434-91.6% | $11,815-91.9% | $12,562-92.3% |