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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 | $120,875 | $102,938+17.4% | $94,105+28.4% | $138,895-13.0% |
| Participation rate | 66.7% | 74.6%-8.0pp | 71.9%-5.3pp | 79.9%-13.3pp |
| Annual return | 18.66% | 250.28%-231.6pp | 204.55%-185.9pp | 145.39%-126.7pp |
| Employer contribution / active EE | $3,623 | $2,732+32.6% | $2,504+44.7% | $4,194-13.6% |
| Participant deferral / active EE | $8,806 | $4,196+109.8% | $3,881+126.9% | $6,396+37.7% |
| Admin fee / account holder | $962 | $6,600-85.4% | $6,199-84.5% | $12,562-92.3% |