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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 | $99,376 | $114,119-12.9% | $107,187-7.3% | $138,895-28.5% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 79.9%-17.4pp |
| Annual return | 19.17% | 273.21%-254.0pp | 204.55%-185.4pp | 145.39%-126.2pp |
| Employer contribution / active EE | $3,564 | $4,059-12.2% | $3,782-5.8% | $4,194-15.0% |
| Participant deferral / active EE | $7,389 | $5,538+33.4% | $5,096+45.0% | $6,396+15.5% |
| Admin fee / account holder | $367 | $10,024-96.3% | $9,162-96.0% | $12,562-97.1% |