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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 | $99,008 | $114,119-13.2% | $107,187-7.6% | $138,895-28.7% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 16.70% | 273.21%-256.5pp | 204.55%-187.8pp | 145.39%-128.7pp |
| Employer contribution / active EE | $3,722 | $4,059-8.3% | $3,782-1.6% | $4,194-11.3% |
| Participant deferral / active EE | $9,311 | $5,538+68.1% | $5,096+82.7% | $6,396+45.6% |
| Admin fee / account holder | $5,990 | $10,024-40.2% | $9,162-34.6% | $12,562-52.3% |