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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 | $116,790 | $111,814+4.4% | $103,378+13.0% | $145,978-20.0% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 9.65% | 24.80%-15.2pp | 24.91%-15.3pp | 550.52%-540.9pp |
| Employer contribution / active EE | $2,452 | $4,215-41.8% | $3,870-36.6% | $4,662-47.4% |
| Participant deferral / active EE | $4,557 | $5,618-18.9% | $5,058-9.9% | $6,690-31.9% |
| Admin fee / account holder | $986 | $9,764-89.9% | $8,401-88.3% | $13,400-92.6% |