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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 | $102,786 | $114,119-9.9% | $107,187-4.1% | $138,895-26.0% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 12.55% | 273.21%-260.7pp | 204.55%-192.0pp | 145.39%-132.8pp |
| Employer contribution / active EE | $1,380 | $4,059-66.0% | $3,782-63.5% | $4,194-67.1% |
| Participant deferral / active EE | $10,592 | $5,538+91.3% | $5,096+107.8% | $6,396+65.6% |
| Admin fee / account holder | $1,831 | $10,024-81.7% | $9,162-80.0% | $12,562-85.4% |