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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 | $101,308 | $54,763+85.0% | $90,324+12.2% | $72,976+38.8% |
| Participation rate | 67.7% | 65.2%+2.6pp | 73.3%-5.5pp | 69.5%-1.7pp |
| Annual return | 21.26% | 30.63%-9.4pp | 78.15%-56.9pp | 81.02%-59.8pp |
| Employer contribution / active EE | $1,310 | $2,093-37.4% | $2,856-54.1% | $2,440-46.3% |
| Participant deferral / active EE | $3,791 | $2,887+31.3% | $3,885-2.4% | $3,608+5.1% |
| Admin fee / account holder | $594 | $3,973-85.0% | $5,356-88.9% | $5,124-88.4% |