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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 | $97,648+4.8% | $121,663-15.9% | $87,485+16.9% |
| Participation rate | 62.0% | 70.5%-8.5pp | 74.5%-12.5pp | 68.9%-6.9pp |
| Annual return | 16.87% | 18.03%-1.2pp | 147.54%-130.7pp | 26.06%-9.2pp |
| Employer contribution / active EE | $2,303 | $2,300+0.1% | $3,020-23.7% | $2,596-11.3% |
| Participant deferral / active EE | $4,138 | $3,923+5.5% | $4,887-15.3% | $4,274-3.2% |
| Admin fee / account holder | $8,993 | $11,100-19.0% | $14,289-37.1% | $7,775+15.7% |