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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 | $105,929 | $118,488-10.6% | $98,462+7.6% | $139,487-24.1% |
| Participation rate | 66.7% | 77.5%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 16.10% | 18.96%-2.9pp | 21.17%-5.1pp | 373.84%-357.7pp |
| Employer contribution / active EE | $2,204 | $3,611-39.0% | $3,049-27.7% | $4,755-53.6% |
| Participant deferral / active EE | $8,687 | $5,393+61.1% | $4,738+83.3% | $6,713+29.4% |
| Admin fee / account holder | $629 | $13,868-95.5% | $8,875-92.9% | $11,407-94.5% |