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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 | $123,141 | $91,179+35.1% | $178,499-31.0% | $79,852+54.2% |
| Participation rate | 69.4% | 69.2%+0.2pp | 81.9%-12.5pp | 69.6%-0.2pp |
| Annual return | 21.08% | 24.19%-3.1pp | 151.10%-130.0pp | 31.72%-10.6pp |
| Employer contribution / active EE | $2,036 | $3,256-37.5% | $5,011-59.4% | $2,471-17.6% |
| Participant deferral / active EE | $3,813 | $3,236+17.8% | $5,202-26.7% | $3,740+1.9% |
| Admin fee / account holder | $534 | $6,749-92.1% | $13,986-96.2% | $5,306-89.9% |