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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 | $99,139 | $96,491+2.7% | $75,894+30.6% | $152,885-35.2% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.5%-15.8pp |
| Annual return | 23.51% | 33.98%-10.5pp | 30.76%-7.2pp | 345.39%-321.9pp |
| Employer contribution / active EE | $5,613 | $3,310+69.6% | $2,501+124.4% | $4,763+17.8% |
| Participant deferral / active EE | $4,493 | $4,553-1.3% | $3,603+24.7% | $5,851-23.2% |
| Admin fee / account holder | $3,684 | $8,079-54.4% | $5,420-32.0% | $11,598-68.2% |