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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 | $111,477 | $114,013-2.2% | $103,693+7.5% | $155,188-28.2% |
| Participation rate | 65.2% | 75.2%-10.0pp | 72.6%-7.4pp | 80.8%-15.6pp |
| Annual return | 14.84% | 49.31%-34.5pp | 47.61%-32.8pp | 148.84%-134.0pp |
| Employer contribution / active EE | $1,466 | $3,131-53.2% | $2,920-49.8% | $4,248-65.5% |
| Participant deferral / active EE | $3,940 | $4,970-20.7% | $4,579-13.9% | $6,531-39.7% |
| Admin fee / account holder | $1,408 | $8,407-83.2% | $7,858-82.1% | $14,480-90.3% |