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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 | $122,610 | $93,598+31.0% | $135,974-9.8% | $75,173+63.1% |
| Participation rate | 67.7% | 75.2%-7.5pp | 81.9%-14.2pp | 67.2%+0.5pp |
| Annual return | 17.77% | 30.89%-13.1pp | 68.30%-50.5pp | 160.72%-143.0pp |
| Employer contribution / active EE | $1,457 | $3,538-58.8% | $4,859-70.0% | $2,671-45.4% |
| Participant deferral / active EE | $2,552 | $6,405-60.2% | $7,760-67.1% | $4,126-38.2% |
| Admin fee / account holder | $7,282 | $6,978+4.4% | $10,767-32.4% | $5,651+28.9% |