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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 | $101,319 | $91,179+11.1% | $178,499-43.2% | $79,852+26.9% |
| Participation rate | 69.0% | 69.2%-0.2pp | 81.9%-13.0pp | 69.6%-0.7pp |
| Annual return | 11.07% | 24.19%-13.1pp | 151.10%-140.0pp | 31.72%-20.6pp |
| Employer contribution / active EE | $1,802 | $3,256-44.6% | $5,011-64.0% | $2,471-27.1% |
| Participant deferral / active EE | $2,794 | $3,236-13.6% | $5,202-46.3% | $3,740-25.3% |
| Admin fee / account holder | $482 | $6,749-92.9% | $13,986-96.6% | $5,306-90.9% |