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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 | $109,472 | $114,013-4.0% | $103,693+5.6% | $155,188-29.5% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 10.65% | 49.31%-38.7pp | 47.61%-37.0pp | 148.84%-138.2pp |
| Employer contribution / active EE | $1,620 | $3,131-48.3% | $2,920-44.5% | $4,248-61.9% |
| Participant deferral / active EE | $5,232 | $4,970+5.3% | $4,579+14.3% | $6,531-19.9% |
| Admin fee / account holder | $2,306 | $8,407-72.6% | $7,858-70.7% | $14,480-84.1% |