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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 | $109,769 | $101,618+8.0% | $93,063+18.0% | $137,256-20.0% |
| Participation rate | 35.7% | 74.9%-39.2pp | 72.1%-36.4pp | 80.0%-44.2pp |
| Annual return | 13.80% | 223.95%-210.2pp | 34.15%-20.4pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,015 | $2,707-62.5% | $2,476-59.0% | $4,156-75.6% |
| Participant deferral / active EE | $4,055 | $4,279-5.2% | $3,958+2.4% | $6,407-36.7% |
| Admin fee / account holder | $1,555 | $6,198-74.9% | $6,033-74.2% | $12,270-87.3% |