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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 | $100,330 | $106,267-5.6% | $96,520+3.9% | $139,456-28.1% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 15.21% | 38.45%-23.2pp | 35.72%-20.5pp | 373.45%-358.2pp |
| Employer contribution / active EE | $5,157 | $4,105+25.6% | $3,739+37.9% | $4,753+8.5% |
| Participant deferral / active EE | $9,200 | $5,454+68.7% | $4,879+88.6% | $6,711+37.1% |
| Admin fee / account holder | $628 | $7,882-92.0% | $6,733-90.7% | $11,407-94.5% |