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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 | $110,217 | $101,795+8.3% | $165,100-33.2% | $80,959+36.1% |
| Participation rate | 65.7% | 71.8%-6.1pp | 78.6%-12.9pp | 67.7%-2.0pp |
| Annual return | 12.32% | 16.73%-4.4pp | 70.21%-57.9pp | 35.67%-23.4pp |
| Employer contribution / active EE | $1,657 | $2,954-43.9% | $4,348-61.9% | $2,757-39.9% |
| Participant deferral / active EE | $3,442 | $4,476-23.1% | $6,035-43.0% | $4,300-20.0% |
| Admin fee / account holder | $3,720 | $8,221-54.8% | $12,696-70.7% | $6,925-46.3% |