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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 | $113,429 | $110,337+2.8% | $102,383+10.8% | $145,877-22.2% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 18.73% | 24.83%-6.1pp | 24.94%-6.2pp | 551.28%-532.5pp |
| Employer contribution / active EE | $2,023 | $4,216-52.0% | $3,870-47.7% | $4,663-56.6% |
| Participant deferral / active EE | $3,661 | $5,621-34.9% | $5,060-27.6% | $6,691-45.3% |
| Admin fee / account holder | $807 | $9,750-91.7% | $8,391-90.4% | $13,402-94.0% |