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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 | $111,219 | $106,588+4.3% | $94,215+18.0% | $155,188-28.3% |
| Participation rate | 28.6% | 74.3%-45.7pp | 70.0%-41.4pp | 80.8%-52.2pp |
| Annual return | 10.00% | 29.39%-19.4pp | 28.22%-18.2pp | 148.84%-138.8pp |
| Employer contribution / active EE | $1,561 | $3,080-49.3% | $2,675-41.7% | $4,248-63.3% |
| Participant deferral / active EE | $2,702 | $4,802-43.7% | $4,276-36.8% | $6,531-58.6% |
| Admin fee / account holder | $11,978 | $12,281-2.5% | $10,216+17.2% | $14,480-17.3% |