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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 | $101,752+8.3% | $164,928-33.2% | $80,911+36.2% |
| Participation rate | 65.7% | 71.8%-6.1pp | 78.6%-12.9pp | 67.6%-1.9pp |
| Annual return | 12.32% | 16.73%-4.4pp | 70.08%-57.8pp | 35.63%-23.3pp |
| Employer contribution / active EE | $1,657 | $2,953-43.9% | $4,343-61.8% | $2,756-39.9% |
| Participant deferral / active EE | $3,442 | $4,477-23.1% | $6,034-42.9% | $4,297-19.9% |
| Admin fee / account holder | $3,720 | $8,218-54.7% | $12,684-70.7% | $6,935-46.4% |