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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 | $112,320 | $110,337+1.8% | $102,383+9.7% | $145,877-23.0% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 12.45% | 24.83%-12.4pp | 24.94%-12.5pp | 551.28%-538.8pp |
| Employer contribution / active EE | $2,603 | $4,216-38.3% | $3,870-32.7% | $4,663-44.2% |
| Participant deferral / active EE | $12,640 | $5,621+124.9% | $5,060+149.8% | $6,691+88.9% |
| Admin fee / account holder | $721 | $9,750-92.6% | $8,391-91.4% | $13,402-94.6% |