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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 | $103,718 | $88,996+16.5% | $78,004+33.0% | $138,895-25.3% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.4%-19.4pp | 79.9%-29.9pp |
| Annual return | 14.58% | 28.03%-13.4pp | 31.07%-16.5pp | 145.39%-130.8pp |
| Employer contribution / active EE | $1,845 | $2,917-36.8% | $2,469-25.3% | $4,194-56.0% |
| Participant deferral / active EE | $5,018 | $4,724+6.2% | $4,092+22.6% | $6,396-21.6% |
| Admin fee / account holder | $946 | $8,807-89.3% | $7,578-87.5% | $12,562-92.5% |