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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 | $114,630 | $110,248+4.0% | $95,728+19.7% | $139,456-17.8% |
| Participation rate | 66.7% | 75.7%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 19.59% | 27.16%-7.6pp | 28.40%-8.8pp | 373.45%-353.9pp |
| Employer contribution / active EE | $1,594 | $3,258-51.1% | $2,835-43.8% | $4,753-66.5% |
| Participant deferral / active EE | $7,420 | $4,675+58.7% | $4,245+74.8% | $6,711+10.6% |
| Admin fee / account holder | $501 | $6,607-92.4% | $5,673-91.2% | $11,407-95.6% |