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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 | $123,175 | $103,957+18.5% | $69,182+78.0% | $273,968-55.0% |
| Participation rate | 66.7% | 67.4%-0.7pp | 55.1%+11.6pp | 83.0%-16.3pp |
| Annual return | 8.00% | 35.28%-27.3pp | -21.94%+29.9pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,583 | $1,781-11.1% | $1,205+31.4% | $4,869-67.5% |
| Participant deferral / active EE | $14,405 | $2,716+430.4% | $1,896+659.6% | $5,287+172.5% |
| Admin fee / account holder | $1,004 | $3,671-72.6% | $2,697-62.8% | $10,132-90.1% |