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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 | $115,428 | $110,379+4.6% | $102,412+12.7% | $145,884-20.9% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 16.01% | 24.84%-8.8pp | 24.94%-8.9pp | 551.85%-535.8pp |
| Employer contribution / active EE | $6,195 | $4,216+46.9% | $3,870+60.1% | $4,662+32.9% |
| Participant deferral / active EE | $3,869 | $5,622-31.2% | $5,060-23.5% | $6,690-42.2% |
| Admin fee / account holder | $10,449 | $9,745+7.2% | $8,388+24.6% | $13,392-22.0% |