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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 | $106,588+8.0% | $94,215+22.1% | $155,188-25.9% |
| Participation rate | 60.0% | 74.3%-14.3pp | 70.0%-10.0pp | 80.8%-20.8pp |
| Annual return | 14.50% | 29.39%-14.9pp | 28.22%-13.7pp | 148.84%-134.3pp |
| Employer contribution / active EE | $4,336 | $3,080+40.8% | $2,675+62.1% | $4,248+2.1% |
| Participant deferral / active EE | $8,985 | $4,802+87.1% | $4,276+110.1% | $6,531+37.6% |
| Admin fee / account holder | $634 | $12,281-94.8% | $10,216-93.8% | $14,480-95.6% |