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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 | $100,221 | $111,814-10.4% | $103,378-3.1% | $145,978-31.3% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 12.31% | 24.80%-12.5pp | 24.91%-12.6pp | 550.52%-538.2pp |
| Employer contribution / active EE | $3,199 | $4,215-24.1% | $3,870-17.3% | $4,662-31.4% |
| Participant deferral / active EE | $5,912 | $5,618+5.2% | $5,058+16.9% | $6,690-11.6% |
| Admin fee / account holder | $882 | $9,764-91.0% | $8,401-89.5% | $13,400-93.4% |