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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 | $109,336 | $107,666+1.6% | $102,184+7.0% | $154,746-29.3% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.7%-14.0pp |
| Annual return | 16.82% | 29.33%-12.5pp | 31.58%-14.8pp | 172.34%-155.5pp |
| Employer contribution / active EE | $3,346 | $3,846-13.0% | $3,594-6.9% | $4,379-23.6% |
| Participant deferral / active EE | $9,830 | $8,719+12.7% | $8,309+18.3% | $6,730+46.1% |
| Admin fee / account holder | $3,937 | $12,943-69.6% | $11,609-66.1% | $14,365-72.6% |