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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 | $120,985 | $109,359+10.6% | $162,177-25.4% | $72,975+65.8% |
| Participation rate | 58.8% | 84.3%-25.4pp | 87.6%-28.7pp | 69.5%-10.7pp |
| Annual return | 22.44% | 25.46%-3.0pp | 115.60%-93.2pp | 81.01%-58.6pp |
| Employer contribution / active EE | $2,107 | $3,907-46.1% | $5,613-62.5% | $2,440-13.7% |
| Participant deferral / active EE | $4,922 | $5,481-10.2% | $7,297-32.6% | $3,608+36.4% |
| Admin fee / account holder | $3,069 | $7,972-61.5% | $10,843-71.7% | $5,124-40.1% |