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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 | $120,760 | $115,225+4.8% | $100,712+19.9% | $138,895-13.1% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 13.95% | 40.35%-26.4pp | 33.27%-19.3pp | 145.39%-131.4pp |
| Employer contribution / active EE | $4,818 | $2,771+73.9% | $2,313+108.3% | $4,194+14.9% |
| Participant deferral / active EE | $8,411 | $4,699+79.0% | $4,085+105.9% | $6,396+31.5% |
| Admin fee / account holder | $17,402 | $10,844+60.5% | $9,256+88.0% | $12,562+38.5% |