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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 | $106,551 | $100,279+6.3% | $81,353+31.0% | $145,884-27.0% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 10.26% | 34.49%-24.2pp | 24.82%-14.6pp | 551.85%-541.6pp |
| Employer contribution / active EE | $770 | $2,979-74.1% | $2,464-68.7% | $4,662-83.5% |
| Participant deferral / active EE | $2,345 | $4,611-49.1% | $3,885-39.6% | $6,690-64.9% |
| Admin fee / account holder | $3,820 | $8,206-53.5% | $5,766-33.8% | $13,392-71.5% |