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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 | $111,867 | $114,013-1.9% | $103,693+7.9% | $155,188-27.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 16.94% | 49.31%-32.4pp | 47.61%-30.7pp | 148.84%-131.9pp |
| Employer contribution / active EE | $3,012 | $3,131-3.8% | $2,920+3.1% | $4,248-29.1% |
| Participant deferral / active EE | $8,735 | $4,970+75.8% | $4,579+90.7% | $6,531+33.7% |
| Admin fee / account holder | $4,362 | $8,407-48.1% | $7,858-44.5% | $14,480-69.9% |