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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 | $100,190 | $111,535-10.2% | $105,223-4.8% | $137,256-27.0% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 80.0%-24.4pp |
| Annual return | 16.96% | 237.85%-220.9pp | 180.65%-163.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $5,180 | $3,939+31.5% | $3,689+40.4% | $4,156+24.6% |
| Participant deferral / active EE | $10,103 | $5,500+83.7% | $5,072+99.2% | $6,407+57.7% |
| Admin fee / account holder | $2,211 | $9,721-77.3% | $8,859-75.0% | $12,270-82.0% |