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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 | $125,562 | $111,814+12.3% | $103,378+21.5% | $145,978-14.0% |
| Participation rate | 69.6% | 77.9%-8.4pp | 74.5%-4.9pp | 80.3%-10.7pp |
| Annual return | 13.65% | 24.80%-11.2pp | 24.91%-11.3pp | 550.52%-536.9pp |
| Employer contribution / active EE | $3,008 | $4,215-28.6% | $3,870-22.3% | $4,662-35.5% |
| Participant deferral / active EE | $5,959 | $5,618+6.1% | $5,058+17.8% | $6,690-10.9% |
| Admin fee / account holder | $6,147 | $9,764-37.0% | $8,401-26.8% | $13,400-54.1% |