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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 | $120,278 | $106,267+13.2% | $96,520+24.6% | $139,456-13.8% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 23.41% | 38.45%-15.0pp | 35.72%-12.3pp | 373.45%-350.0pp |
| Employer contribution / active EE | $2,498 | $4,105-39.1% | $3,739-33.2% | $4,753-47.4% |
| Participant deferral / active EE | $6,634 | $5,454+21.6% | $4,879+36.0% | $6,711-1.2% |
| Admin fee / account holder | $7,426 | $7,882-5.8% | $6,733+10.3% | $11,407-34.9% |