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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 | $97,289+12.4% | $92,805+17.8% | $155,188-29.5% |
| Participation rate | 66.7% | 84.2%-17.5pp | 83.5%-16.8pp | 80.8%-14.1pp |
| Annual return | 16.82% | 29.03%-12.2pp | 31.59%-14.8pp | 148.84%-132.0pp |
| Employer contribution / active EE | $3,346 | $3,632-7.9% | $3,424-2.3% | $4,248-21.2% |
| Participant deferral / active EE | $9,830 | $8,795+11.8% | $8,448+16.4% | $6,531+50.5% |
| Admin fee / account holder | $3,937 | $12,015-67.2% | $10,911-63.9% | $14,480-72.8% |