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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 | $119,178 | $110,337+8.0% | $102,383+16.4% | $145,877-18.3% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 21.11% | 24.83%-3.7pp | 24.94%-3.8pp | 551.28%-530.2pp |
| Employer contribution / active EE | $2,875 | $4,216-31.8% | $3,870-25.7% | $4,663-38.3% |
| Participant deferral / active EE | $5,656 | $5,621+0.6% | $5,060+11.8% | $6,691-15.5% |
| Admin fee / account holder | $1,304 | $9,750-86.6% | $8,391-84.5% | $13,402-90.3% |