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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 | $101,071 | $99,994+1.1% | $146,647-31.1% | $85,851+17.7% |
| Participation rate | 66.7% | 73.1%-6.4pp | 80.1%-13.4pp | 69.3%-2.7pp |
| Annual return | 14.85% | 18.93%-4.1pp | 22.75%-7.9pp | 318.63%-303.8pp |
| Employer contribution / active EE | $2,421 | $2,559-5.4% | $4,137-41.5% | $2,565-5.6% |
| Participant deferral / active EE | $5,244 | $4,006+30.9% | $5,506-4.8% | $3,952+32.7% |
| Admin fee / account holder | $7,178 | $7,703-6.8% | $10,281-30.2% | $6,261+14.7% |