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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 | $108,204 | $110,278-1.9% | $95,740+13.0% | $139,466-22.4% |
| Participation rate | 66.7% | 75.7%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 11.71% | 27.19%-15.5pp | 28.41%-16.7pp | 373.66%-362.0pp |
| Employer contribution / active EE | $3,923 | $3,260+20.3% | $2,836+38.3% | $4,754-17.5% |
| Participant deferral / active EE | $9,378 | $4,674+100.6% | $4,244+121.0% | $6,712+39.7% |
| Admin fee / account holder | $1,657 | $6,613-74.9% | $5,676-70.8% | $11,409-85.5% |