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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 | $113,996 | $110,240+3.4% | $96,544+18.1% | $139,487-18.3% |
| Participation rate | 45.5% | 78.1%-32.7pp | 76.0%-30.5pp | 80.3%-34.9pp |
| Annual return | 21.55% | 26.41%-4.9pp | 25.88%-4.3pp | 373.84%-352.3pp |
| Employer contribution / active EE | $1,626 | $3,622-55.1% | $2,966-45.2% | $4,755-65.8% |
| Participant deferral / active EE | $3,632 | $5,549-34.5% | $4,851-25.1% | $6,713-45.9% |
| Admin fee / account holder | $1,198 | $11,602-89.7% | $8,254-85.5% | $11,407-89.5% |