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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 | $117,267 | $110,337+6.3% | $102,383+14.5% | $145,877-19.6% |
| Participation rate | 64.7% | 77.9%-13.2pp | 74.5%-9.8pp | 80.3%-15.6pp |
| Annual return | 12.37% | 24.83%-12.5pp | 24.94%-12.6pp | 551.28%-538.9pp |
| Employer contribution / active EE | $3,272 | $4,216-22.4% | $3,870-15.5% | $4,663-29.8% |
| Participant deferral / active EE | $4,767 | $5,621-15.2% | $5,060-5.8% | $6,691-28.7% |
| Admin fee / account holder | $2,059 | $9,750-78.9% | $8,391-75.5% | $13,402-84.6% |