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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 | $116,297 | $107,733+7.9% | $92,985+25.1% | $154,746-24.8% |
| Participation rate | 62.5% | 74.6%-12.1pp | 69.5%-7.0pp | 80.7%-18.2pp |
| Annual return | 15.97% | 30.39%-14.4pp | 27.99%-12.0pp | 172.34%-156.4pp |
| Employer contribution / active EE | $2,265 | $3,126-27.6% | $2,662-14.9% | $4,379-48.3% |
| Participant deferral / active EE | $5,523 | $5,053+9.3% | $4,377+26.2% | $6,730-17.9% |
| Admin fee / account holder | $2,404 | $11,369-78.9% | $9,463-74.6% | $14,365-83.3% |