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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 | $108,704 | $86,050+26.3% | $189,758-42.7% | $94,015+15.6% |
| Participation rate | 66.3% | 68.9%-2.6pp | 79.8%-13.5pp | 70.8%-4.5pp |
| Annual return | 19.96% | 17.77%+2.2pp | 52.62%-32.7pp | 17.84%+2.1pp |
| Employer contribution / active EE | $1,364 | $2,819-51.6% | $4,767-71.4% | $2,790-51.1% |
| Participant deferral / active EE | $5,457 | $3,349+63.0% | $5,856-6.8% | $4,249+28.4% |
| Admin fee / account holder | $16,320 | $6,627+146.3% | $20,388-20.0% | $8,951+82.3% |