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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 | $109,622 | $98,776+11.0% | $149,745-26.8% | $79,856+37.3% |
| Participation rate | 68.1% | 75.8%-7.7pp | 82.5%-14.4pp | 69.6%-1.5pp |
| Annual return | 17.80% | 27.38%-9.6pp | 276.72%-258.9pp | 31.71%-13.9pp |
| Employer contribution / active EE | $2,609 | $3,217-18.9% | $4,646-43.8% | $2,471+5.6% |
| Participant deferral / active EE | $4,908 | $5,681-13.6% | $6,843-28.3% | $3,741+31.2% |
| Admin fee / account holder | $1,247 | $6,053-79.4% | $9,312-86.6% | $5,306-76.5% |