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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 | $102,303 | $94,031+8.8% | $115,768-11.6% | $82,448+24.1% |
| Participation rate | 62.0% | 70.4%-8.4pp | 74.4%-12.4pp | 68.1%-6.1pp |
| Annual return | 16.87% | 20.61%-3.7pp | 100.46%-83.6pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,303 | $2,323-0.9% | $2,940-21.7% | $2,551-9.7% |
| Participant deferral / active EE | $4,138 | $3,972+4.2% | $4,917-15.8% | $4,1390% |
| Admin fee / account holder | $8,993 | $10,249-12.3% | $12,439-27.7% | $7,234+24.3% |