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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 | $110,379+5.8% | $102,412+14.0% | $145,884-19.9% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-18.9pp | 80.3%-24.7pp |
| Annual return | 9.65% | 24.84%-15.2pp | 24.94%-15.3pp | 551.85%-542.2pp |
| Employer contribution / active EE | $2,452 | $4,216-41.8% | $3,870-36.6% | $4,662-47.4% |
| Participant deferral / active EE | $4,557 | $5,622-18.9% | $5,060-10.0% | $6,690-31.9% |
| Admin fee / account holder | $986 | $9,745-89.9% | $8,388-88.2% | $13,392-92.6% |