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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 | $105,234 | $97,751+7.7% | $103,447+1.7% | $145,877-27.9% |
| Participation rate | 68.4% | 81.1%-12.7pp | 80.5%-12.1pp | 80.3%-11.9pp |
| Annual return | 11.36% | 25.43%-14.1pp | 23.92%-12.6pp | 551.28%-539.9pp |
| Employer contribution / active EE | $1,410 | $4,684-69.9% | $4,678-69.9% | $4,663-69.8% |
| Participant deferral / active EE | $4,026 | $6,603-39.0% | $6,624-39.2% | $6,691-39.8% |
| Admin fee / account holder | $1,220 | $12,515-90.3% | $9,415-87.0% | $13,402-90.9% |