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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 | $111,814+1.4% | $103,374+9.7% | $145,959-22.3% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 18.73% | 24.77%-6.0pp | 24.89%-6.2pp | 561.95%-543.2pp |
| Employer contribution / active EE | $2,023 | $4,214-52.0% | $3,869-47.7% | $4,661-56.6% |
| Participant deferral / active EE | $3,661 | $5,618-34.8% | $5,058-27.6% | $6,689-45.3% |
| Admin fee / account holder | $807 | $9,754-91.7% | $8,394-90.4% | $13,398-94.0% |