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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 | $106,681 | $112,729-5.4% | $98,716+8.1% | $137,256-22.3% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 13.89% | 38.48%-24.6pp | 31.81%-17.9pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,647 | $2,725-2.9% | $2,279+16.2% | $4,156-36.3% |
| Participant deferral / active EE | $6,200 | $4,640+33.6% | $4,048+53.2% | $6,407-3.2% |
| Admin fee / account holder | $4,108 | $10,129-59.4% | $8,703-52.8% | $12,270-66.5% |