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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 | $103,276 | $102,938+0.3% | $94,105+9.7% | $138,895-25.6% |
| Participation rate | 61.5% | 74.6%-13.1pp | 71.9%-10.4pp | 79.9%-18.4pp |
| Annual return | 13.73% | 250.28%-236.6pp | 204.55%-190.8pp | 145.39%-131.7pp |
| Employer contribution / active EE | $2,488 | $2,732-8.9% | $2,504-0.7% | $4,194-40.7% |
| Participant deferral / active EE | $4,218 | $4,196+0.5% | $3,881+8.7% | $6,396-34.1% |
| Admin fee / account holder | $6,997 | $6,600+6.0% | $6,199+12.9% | $12,562-44.3% |