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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 | $111,709 | $110,307+1.3% | $96,576+15.7% | $139,456-19.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 18.86% | 26.40%-7.5pp | 25.87%-7.0pp | 373.45%-354.6pp |
| Employer contribution / active EE | $1,450 | $3,619-59.9% | $2,965-51.1% | $4,753-69.5% |
| Participant deferral / active EE | $7,036 | $5,547+26.8% | $4,851+45.1% | $6,711+4.8% |
| Admin fee / account holder | $9,959 | $11,597-14.1% | $8,253+20.7% | $11,407-12.7% |