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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 | $105,685 | $114,119-7.4% | $107,187-1.4% | $138,895-23.9% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 19.56% | 273.21%-253.6pp | 204.55%-185.0pp | 145.39%-125.8pp |
| Employer contribution / active EE | $2,647 | $4,059-34.8% | $3,782-30.0% | $4,194-36.9% |
| Participant deferral / active EE | $8,346 | $5,538+50.7% | $5,096+63.8% | $6,396+30.5% |
| Admin fee / account holder | $837 | $10,024-91.7% | $9,162-90.9% | $12,562-93.3% |