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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 | $92,059 | $102,609-10.3% | $98,090-6.1% | $138,895-33.7% |
| Participation rate | 69.2% | 82.8%-13.5pp | 81.5%-12.3pp | 79.9%-10.7pp |
| Annual return | 17.66% | 36.44%-18.8pp | 37.05%-19.4pp | 145.39%-127.7pp |
| Employer contribution / active EE | $3,872 | $3,867+0.1% | $3,606+7.4% | $4,194-7.7% |
| Participant deferral / active EE | $13,865 | $8,167+69.8% | $7,845+76.7% | $6,396+116.8% |
| Admin fee / account holder | $7,608 | $11,434-33.5% | $11,815-35.6% | $12,562-39.4% |