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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 | $111,248 | $106,588+4.4% | $94,215+18.1% | $155,188-28.3% |
| Participation rate | 41.2% | 74.3%-33.1pp | 70.0%-28.8pp | 80.8%-39.6pp |
| Annual return | 11.21% | 29.39%-18.2pp | 28.22%-17.0pp | 148.84%-137.6pp |
| Employer contribution / active EE | $3,822 | $3,080+24.1% | $2,675+42.9% | $4,248-10.0% |
| Participant deferral / active EE | $6,119 | $4,802+27.4% | $4,276+43.1% | $6,531-6.3% |
| Admin fee / account holder | $2,312 | $12,281-81.2% | $10,216-77.4% | $14,480-84.0% |