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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 | $110,011 | $112,729-2.4% | $98,716+11.4% | $137,256-19.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 22.13% | 38.48%-16.4pp | 31.81%-9.7pp | 220.34%-198.2pp |
| Employer contribution / active EE | $3,840 | $2,725+40.9% | $2,279+68.5% | $4,156-7.6% |
| Participant deferral / active EE | $5,760 | $4,640+24.1% | $4,048+42.3% | $6,407-10.1% |
| Admin fee / account holder | $404 | $10,129-96.0% | $8,703-95.4% | $12,270-96.7% |