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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 | $108,312 | $105,284+2.9% | $150,734-28.1% | $94,015+15.2% |
| Participation rate | 66.7% | 71.7%-5.1pp | 78.4%-11.8pp | 70.8%-4.2pp |
| Annual return | 15.58% | 15.67%-0.1pp | 600.81%-585.2pp | 17.84%-2.3pp |
| Employer contribution / active EE | $2,609 | $3,599-27.5% | $4,918-47.0% | $2,790-6.5% |
| Participant deferral / active EE | $4,787 | $4,274+12.0% | $5,610-14.7% | $4,249+12.6% |
| Admin fee / account holder | $1,193 | $9,839-87.9% | $14,905-92.0% | $8,951-86.7% |