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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 | $110,561 | $110,248+0.3% | $95,728+15.5% | $139,456-20.7% |
| Participation rate | 65.2% | 75.7%-10.5pp | 72.3%-7.0pp | 80.3%-15.1pp |
| Annual return | 18.01% | 27.16%-9.2pp | 28.40%-10.4pp | 373.45%-355.4pp |
| Employer contribution / active EE | $2,593 | $3,258-20.4% | $2,835-8.5% | $4,753-45.4% |
| Participant deferral / active EE | $10,213 | $4,675+118.4% | $4,245+140.6% | $6,711+52.2% |
| Admin fee / account holder | $3,688 | $6,607-44.2% | $5,673-35.0% | $11,407-67.7% |