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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 | $111,944 | $105,284+6.3% | $150,734-25.7% | $94,015+19.1% |
| Participation rate | 61.3% | 71.7%-10.4pp | 78.4%-17.2pp | 70.8%-9.5pp |
| Annual return | 14.64% | 15.67%-1.0pp | 600.81%-586.2pp | 17.84%-3.2pp |
| Employer contribution / active EE | $3,861 | $3,599+7.3% | $4,918-21.5% | $2,790+38.4% |
| Participant deferral / active EE | $8,782 | $4,274+105.5% | $5,610+56.5% | $4,249+106.7% |
| Admin fee / account holder | $6,063 | $9,839-38.4% | $14,905-59.3% | $8,951-32.3% |