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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 | $111,814+3.2% | $103,374+11.7% | $145,959-20.9% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 16.01% | 24.77%-8.8pp | 24.89%-8.9pp | 561.95%-545.9pp |
| Employer contribution / active EE | $6,195 | $4,214+47.0% | $3,869+60.1% | $4,661+32.9% |
| Participant deferral / active EE | $3,869 | $5,618-31.1% | $5,058-23.5% | $6,689-42.2% |
| Admin fee / account holder | $10,449 | $9,754+7.1% | $8,394+24.5% | $13,398-22.0% |