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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 | $112,549 | $102,609+9.7% | $98,090+14.7% | $138,895-19.0% |
| Participation rate | 63.6% | 82.8%-19.1pp | 81.5%-17.9pp | 79.9%-16.3pp |
| Annual return | 18.14% | 36.44%-18.3pp | 37.05%-18.9pp | 145.39%-127.3pp |
| Employer contribution / active EE | $3,944 | $3,867+2.0% | $3,606+9.4% | $4,194-6.0% |
| Participant deferral / active EE | $11,354 | $8,167+39.0% | $7,845+44.7% | $6,396+77.5% |
| Admin fee / account holder | $1,691 | $11,434-85.2% | $11,815-85.7% | $12,562-86.5% |