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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 | $111,131 | $112,729-1.4% | $98,716+12.6% | $137,256-19.0% |
| Participation rate | 69.6% | 74.2%-4.7pp | 69.3%+0.3pp | 80.0%-10.4pp |
| Annual return | 19.29% | 38.48%-19.2pp | 31.81%-12.5pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,980 | $2,725-27.4% | $2,279-13.1% | $4,156-52.4% |
| Participant deferral / active EE | $3,931 | $4,640-15.3% | $4,048-2.9% | $6,407-38.6% |
| Admin fee / account holder | $3,679 | $10,129-63.7% | $8,703-57.7% | $12,270-70.0% |