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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 | $110,740 | $106,247+4.2% | $96,515+14.7% | $139,466-20.6% |
| Participation rate | 36.4% | 77.8%-41.5pp | 74.3%-38.0pp | 80.3%-44.0pp |
| Annual return | 12.23% | 38.47%-26.2pp | 35.73%-23.5pp | 373.66%-361.4pp |
| Employer contribution / active EE | $2,379 | $4,106-42.1% | $3,740-36.4% | $4,754-50.0% |
| Participant deferral / active EE | $5,321 | $5,456-2.5% | $4,880+9.1% | $6,712-20.7% |
| Admin fee / account holder | $1,724 | $7,885-78.1% | $6,735-74.4% | $11,409-84.9% |