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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 | $114,235 | $104,650+9.2% | $83,854+36.2% | $155,188-26.4% |
| Participation rate | 57.1% | 65.1%-7.9pp | 59.1%-2.0pp | 80.8%-23.7pp |
| Annual return | 18.36% | 28.97%-10.6pp | 31.39%-13.0pp | 148.84%-130.5pp |
| Employer contribution / active EE | $2,412 | $1,196+101.6% | $1,017+137.2% | $4,248-43.2% |
| Participant deferral / active EE | $5,907 | $2,367+149.5% | $2,035+190.3% | $6,531-9.6% |
| Admin fee / account holder | $2,314 | $3,518-34.2% | $3,197-27.6% | $14,480-84.0% |