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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 | $111,506 | $110,307+1.1% | $96,576+15.5% | $139,456-20.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 16.26% | 26.40%-10.1pp | 25.87%-9.6pp | 373.45%-357.2pp |
| Employer contribution / active EE | $2,449 | $3,619-32.3% | $2,965-17.4% | $4,753-48.5% |
| Participant deferral / active EE | $4,213 | $5,547-24.1% | $4,851-13.2% | $6,711-37.2% |
| Admin fee / account holder | $2,407 | $11,597-79.2% | $8,253-70.8% | $11,407-78.9% |