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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 | $100,289 | $87,106+15.1% | $105,607-5.0% | $80,935+23.9% |
| Participation rate | 69.4% | 70.4%-1.0pp | 75.3%-5.8pp | 67.7%+1.8pp |
| Annual return | 17.10% | 17.01%+0.1pp | 116.11%-99.0pp | 35.66%-18.6pp |
| Employer contribution / active EE | $1,615 | $2,396-32.6% | $3,167-49.0% | $2,757-41.4% |
| Participant deferral / active EE | $6,215 | $3,986+55.9% | $5,011+24.0% | $4,299+44.6% |
| Admin fee / account holder | $15,855 | $8,447+87.7% | $10,958+44.7% | $6,924+129.0% |