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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 | $118,483 | $110,303+7.4% | $95,759+23.7% | $139,487-15.1% |
| Participation rate | 60.0% | 75.7%-15.7pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 14.19% | 27.19%-13.0pp | 28.42%-14.2pp | 373.84%-359.7pp |
| Employer contribution / active EE | $2,477 | $3,261-24.0% | $2,836-12.7% | $4,755-47.9% |
| Participant deferral / active EE | $1,375 | $4,674-70.6% | $4,244-67.6% | $6,713-79.5% |
| Admin fee / account holder | $487 | $6,615-92.6% | $5,678-91.4% | $11,407-95.7% |