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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 | $106,096 | $93,598+13.4% | $135,974-22.0% | $75,173+41.1% |
| Participation rate | 60.7% | 75.2%-14.5pp | 81.9%-21.2pp | 67.2%-6.5pp |
| Annual return | 29.63% | 30.89%-1.3pp | 68.30%-38.7pp | 160.72%-131.1pp |
| Employer contribution / active EE | $3,068 | $3,538-13.3% | $4,859-36.8% | $2,671+14.9% |
| Participant deferral / active EE | $7,846 | $6,405+22.5% | $7,760+1.1% | $4,126+90.1% |
| Admin fee / account holder | $9,453 | $6,978+35.5% | $10,767-12.2% | $5,651+67.3% |