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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 | $110,570 | $103,387+6.9% | $87,102+26.9% | $152,885-27.7% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 18.85% | 28.10%-9.3pp | 28.19%-9.3pp | 345.39%-326.5pp |
| Employer contribution / active EE | $1,558 | $3,221-51.6% | $2,521-38.2% | $4,763-67.3% |
| Participant deferral / active EE | $4,781 | $4,778+0.1% | $4,048+18.1% | $5,851-18.3% |
| Admin fee / account holder | $10,629 | $12,193-12.8% | $7,491+41.9% | $11,598-8.4% |