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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 | $114,720 | $99,875+14.9% | $146,866-21.9% | $86,983+31.9% |
| Participation rate | 61.7% | 75.8%-14.1pp | 82.5%-20.8pp | 69.5%-7.8pp |
| Annual return | 15.83% | 28.10%-12.3pp | 102.85%-87.0pp | 25.83%-10.0pp |
| Employer contribution / active EE | $2,631 | $3,224-18.4% | $4,425-40.5% | $2,584+1.8% |
| Participant deferral / active EE | $7,596 | $6,322+20.1% | $7,759-2.1% | $4,194+81.1% |
| Admin fee / account holder | $7,418 | $7,838-5.4% | $13,620-45.5% | $7,856-5.6% |