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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 | $103,496 | $106,267-2.6% | $96,520+7.2% | $139,456-25.8% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 15.60% | 38.45%-22.9pp | 35.72%-20.1pp | 373.45%-357.9pp |
| Employer contribution / active EE | $3,525 | $4,105-14.1% | $3,739-5.7% | $4,753-25.8% |
| Participant deferral / active EE | $7,590 | $5,454+39.1% | $4,879+55.6% | $6,711+13.1% |
| Admin fee / account holder | $320 | $7,882-95.9% | $6,733-95.2% | $11,407-97.2% |