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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 | $104,025 | $102,245+1.7% | $89,340+16.4% | $137,256-24.2% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 11.16% | 21.89%-10.7pp | 20.57%-9.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $7,333 | $2,529+190.0% | $2,231+228.7% | $4,156+76.5% |
| Participant deferral / active EE | $12,244 | $4,436+176.0% | $3,823+220.3% | $6,407+91.1% |
| Admin fee / account holder | $772 | $8,085-90.5% | $6,704-88.5% | $12,270-93.7% |