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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 | $109,133 | $98,760+10.5% | $149,715-27.1% | $79,858+36.7% |
| Participation rate | 65.5% | 75.8%-10.3pp | 82.5%-17.0pp | 69.6%-4.1pp |
| Annual return | 15.53% | 27.43%-11.9pp | 276.66%-261.1pp | 31.72%-16.2pp |
| Employer contribution / active EE | $2,391 | $3,217-25.7% | $4,645-48.5% | $2,471-3.2% |
| Participant deferral / active EE | $5,067 | $5,681-10.8% | $6,842-25.9% | $3,740+35.5% |
| Admin fee / account holder | $1,583 | $6,053-73.8% | $9,310-83.0% | $5,306-70.2% |