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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 | $118,609 | $107,809+10.0% | $97,032+22.2% | $155,188-23.6% |
| Participation rate | 69.6% | 75.5%-5.9pp | 71.6%-2.0pp | 80.8%-11.2pp |
| Annual return | 18.99% | 38.06%-19.1pp | 35.38%-16.4pp | 148.84%-129.8pp |
| Employer contribution / active EE | $630 | $2,911-78.4% | $2,629-76.0% | $4,248-85.2% |
| Participant deferral / active EE | $2,960 | $5,129-42.3% | $4,672-36.6% | $6,531-54.7% |
| Admin fee / account holder | $1,885 | $10,717-82.4% | $9,418-80.0% | $14,480-87.0% |