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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 | $104,879 | $106,267-1.3% | $96,520+8.7% | $139,456-24.8% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 14.60% | 38.45%-23.9pp | 35.72%-21.1pp | 373.45%-358.8pp |
| Employer contribution / active EE | $917 | $4,105-77.7% | $3,739-75.5% | $4,753-80.7% |
| Participant deferral / active EE | $10,433 | $5,454+91.3% | $4,879+113.9% | $6,711+55.5% |
| Admin fee / account holder | $623 | $7,882-92.1% | $6,733-90.8% | $11,407-94.5% |