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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 | $107,236 | $99,994+7.2% | $146,647-26.9% | $85,851+24.9% |
| Participation rate | 66.7% | 73.1%-6.4pp | 80.1%-13.4pp | 69.3%-2.7pp |
| Annual return | 12.62% | 18.93%-6.3pp | 22.75%-10.1pp | 318.63%-306.0pp |
| Employer contribution / active EE | $2,277 | $2,559-11.0% | $4,137-45.0% | $2,565-11.2% |
| Participant deferral / active EE | $4,374 | $4,006+9.2% | $5,506-20.6% | $3,952+10.7% |
| Admin fee / account holder | $4,910 | $7,703-36.3% | $10,281-52.2% | $6,261-21.6% |