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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 | $99,529 | $110,379-9.8% | $102,412-2.8% | $145,884-31.8% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 26.86% | 24.84%+2.0pp | 24.94%+1.9pp | 551.85%-525.0pp |
| Employer contribution / active EE | $4,339 | $4,216+2.9% | $3,870+12.1% | $4,662-6.9% |
| Participant deferral / active EE | $6,430 | $5,622+14.4% | $5,060+27.1% | $6,690-3.9% |
| Admin fee / account holder | $467 | $9,745-95.2% | $8,388-94.4% | $13,392-96.5% |