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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 | $116,297 | $123,000-5.4% | $105,582+10.1% | $198,609-41.4% |
| Participation rate | 62.5% | 76.8%-14.3pp | 71.8%-9.3pp | 82.4%-19.9pp |
| Annual return | 15.97% | 18.31%-2.3pp | 18.61%-2.6pp | 202.70%-186.7pp |
| Employer contribution / active EE | $2,265 | $3,582-36.8% | $2,984-24.1% | $5,055-55.2% |
| Participant deferral / active EE | $5,523 | $5,013+10.2% | $4,353+26.9% | $6,977-20.8% |
| Admin fee / account holder | $2,404 | $16,254-85.2% | $12,856-81.3% | $19,030-87.4% |