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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 | $115,068 | $107,733+6.8% | $92,985+23.7% | $154,746-25.6% |
| Participation rate | 60.0% | 74.6%-14.6pp | 69.5%-9.5pp | 80.7%-20.7pp |
| Annual return | 14.50% | 30.39%-15.9pp | 27.99%-13.5pp | 172.34%-157.8pp |
| Employer contribution / active EE | $4,336 | $3,126+38.7% | $2,662+62.9% | $4,379-1.0% |
| Participant deferral / active EE | $8,985 | $5,053+77.8% | $4,377+105.3% | $6,730+33.5% |
| Admin fee / account holder | $634 | $11,369-94.4% | $9,463-93.3% | $14,365-95.6% |