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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 | $110,466 | $154,228-28.4% | $145,433-24.0% | $137,256-19.5% |
| Participation rate | 68.8% | 83.8%-15.0pp | 82.1%-13.4pp | 80.0%-11.2pp |
| Annual return | 76.11% | 74.59%+1.5pp | 66.58%+9.5pp | 220.34%-144.2pp |
| Employer contribution / active EE | $4,308 | $4,804-10.3% | $4,554-5.4% | $4,156+3.6% |
| Participant deferral / active EE | $10,574 | $8,216+28.7% | $7,897+33.9% | $6,407+65.0% |
| Admin fee / account holder | $2,216 | $14,344-84.5% | $13,129-83.1% | $12,270-81.9% |