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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 | $113,026 | $106,280+6.3% | $96,538+17.1% | $139,487-19.0% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.3%-10.7pp | 80.3%-16.7pp |
| Annual return | 24.40% | 38.48%-14.1pp | 35.74%-11.3pp | 373.84%-349.4pp |
| Employer contribution / active EE | $1,497 | $4,107-63.6% | $3,740-60.0% | $4,755-68.5% |
| Participant deferral / active EE | $7,396 | $5,457+35.5% | $4,880+51.5% | $6,713+10.2% |
| Admin fee / account holder | $911 | $7,888-88.5% | $6,737-86.5% | $11,407-92.0% |