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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 | $111,240 | $107,421+3.6% | $182,262-39.0% | $94,015+18.3% |
| Participation rate | 61.5% | 77.8%-16.2pp | 84.2%-22.7pp | 70.8%-9.3pp |
| Annual return | 15.75% | 21.32%-5.6pp | 140.60%-124.8pp | 17.84%-2.1pp |
| Employer contribution / active EE | $2,074 | $3,448-39.9% | $5,046-58.9% | $2,790-25.7% |
| Participant deferral / active EE | $3,944 | $6,558-39.9% | $8,276-52.3% | $4,249-7.2% |
| Admin fee / account holder | $844 | $8,692-90.3% | $16,712-95.0% | $8,951-90.6% |