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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 | $116,327 | $103,387+12.5% | $87,102+33.6% | $152,885-23.9% |
| Participation rate | 68.8% | 79.4%-10.6pp | 76.9%-8.1pp | 82.5%-13.7pp |
| Annual return | 15.08% | 28.10%-13.0pp | 28.19%-13.1pp | 345.39%-330.3pp |
| Employer contribution / active EE | $1,770 | $3,221-45.0% | $2,521-29.8% | $4,763-62.8% |
| Participant deferral / active EE | $3,471 | $4,778-27.4% | $4,048-14.3% | $5,851-40.7% |
| Admin fee / account holder | $2,770 | $12,193-77.3% | $7,491-63.0% | $11,598-76.1% |