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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 | $97,660 | $114,119-14.4% | $107,187-8.9% | $138,895-29.7% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 16.50% | 273.21%-256.7pp | 204.55%-188.1pp | 145.39%-128.9pp |
| Employer contribution / active EE | $4,868 | $4,059+19.9% | $3,782+28.7% | $4,194+16.1% |
| Participant deferral / active EE | $8,949 | $5,538+61.6% | $5,096+75.6% | $6,396+39.9% |
| Admin fee / account holder | $2,449 | $10,024-75.6% | $9,162-73.3% | $12,562-80.5% |