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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 | $111,578 | $110,410+1.1% | $102,437+8.9% | $145,897-23.5% |
| Participation rate | 61.5% | 77.9%-16.4pp | 74.5%-13.0pp | 80.3%-18.8pp |
| Annual return | 22.06% | 24.85%-2.8pp | 24.95%-2.9pp | 552.29%-530.2pp |
| Employer contribution / active EE | $1,055 | $4,217-75.0% | $3,871-72.7% | $4,663-77.4% |
| Participant deferral / active EE | $2,381 | $5,622-57.6% | $5,060-52.9% | $6,689-64.4% |
| Admin fee / account holder | $1,382 | $9,745-85.8% | $8,388-83.5% | $13,390-89.7% |