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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 | $102,855 | $92,798+10.8% | $96,707+6.4% | $137,256-25.1% |
| Participation rate | 60.0% | 81.6%-21.6pp | 80.4%-20.4pp | 80.0%-20.0pp |
| Annual return | 19.08% | 31.24%-12.2pp | 34.78%-15.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $4,054 | $4,147-2.3% | $4,191-3.3% | $4,156-2.5% |
| Participant deferral / active EE | $10,408 | $5,877+77.1% | $5,997+73.6% | $6,407+62.5% |
| Admin fee / account holder | $9,205 | $7,946+15.9% | $7,503+22.7% | $12,270-25.0% |