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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 | $110,088 | $108,882+1.1% | $96,754+13.8% | $154,746-28.9% |
| Participation rate | 61.1% | 75.1%-14.0pp | 70.3%-9.2pp | 80.7%-19.6pp |
| Annual return | 13.09% | 98.39%-85.3pp | 82.04%-68.9pp | 172.34%-159.2pp |
| Employer contribution / active EE | $1,169 | $3,018-61.3% | $2,679-56.4% | $4,379-73.3% |
| Participant deferral / active EE | $3,523 | $5,323-33.8% | $4,758-25.9% | $6,730-47.6% |
| Admin fee / account holder | $8,155 | $10,200-20.1% | $8,905-8.4% | $14,365-43.2% |