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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 | $111,306 | $110,379+0.8% | $102,412+8.7% | $145,884-23.7% |
| Participation rate | 43.8% | 77.9%-34.2pp | 74.5%-30.8pp | 80.3%-36.6pp |
| Annual return | 21.28% | 24.84%-3.6pp | 24.94%-3.7pp | 551.85%-530.6pp |
| Employer contribution / active EE | $3,919 | $4,216-7.1% | $3,870+1.3% | $4,662-16.0% |
| Participant deferral / active EE | $6,684 | $5,622+18.9% | $5,060+32.1% | $6,690-0.1% |
| Admin fee / account holder | $15,957 | $9,745+63.8% | $8,388+90.3% | $13,392+19.2% |