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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 | $106,247+13.2% | $96,515+24.6% | $139,466-13.8% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 23.41% | 38.47%-15.1pp | 35.73%-12.3pp | 373.66%-350.3pp |
| Employer contribution / active EE | $2,498 | $4,106-39.2% | $3,740-33.2% | $4,754-47.5% |
| Participant deferral / active EE | $6,634 | $5,456+21.6% | $4,880+35.9% | $6,712-1.2% |
| Admin fee / account holder | $7,426 | $7,885-5.8% | $6,735+10.2% | $11,409-34.9% |