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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 | $110,218 | $138,312-20.3% | $122,979-10.4% | $155,188-29.0% |
| Participation rate | 66.7% | 80.2%-13.5pp | 77.2%-10.5pp | 80.8%-14.1pp |
| Annual return | 15.43% | 22.06%-6.6pp | 20.12%-4.7pp | 148.84%-133.4pp |
| Employer contribution / active EE | $1,767 | $3,530-50.0% | $3,062-42.3% | $4,248-58.4% |
| Participant deferral / active EE | $7,502 | $5,592+34.2% | $5,003+50.0% | $6,531+14.9% |
| Admin fee / account holder | $1,463 | $15,089-90.3% | $12,864-88.6% | $14,480-89.9% |