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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 | $118,252 | $106,749+10.8% | $145,433-18.7% | $82,448+43.4% |
| Participation rate | 63.4% | 75.6%-12.2pp | 82.1%-18.7pp | 68.1%-4.7pp |
| Annual return | 14.52% | 27.59%-13.1pp | 66.58%-52.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,808 | $3,444-47.5% | $4,554-60.3% | $2,551-29.1% |
| Participant deferral / active EE | $3,258 | $6,519-50.0% | $7,897-58.7% | $4,139-21.3% |
| Admin fee / account holder | $8,030 | $8,390-4.3% | $13,129-38.8% | $7,234+11.0% |