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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 | $130,458 | $114,712+13.7% | $173,730-24.9% | $87,485+49.1% |
| Participation rate | 67.6% | 73.0%-5.3pp | 79.6%-11.9pp | 68.9%-1.3pp |
| Annual return | 18.38% | 20.18%-1.8pp | 19.96%-1.6pp | 26.06%-7.7pp |
| Employer contribution / active EE | $1,989 | $2,904-31.5% | $4,577-56.5% | $2,596-23.4% |
| Participant deferral / active EE | $6,346 | $4,642+36.7% | $6,326+0.3% | $4,274+48.5% |
| Admin fee / account holder | $4,776 | $10,210-53.2% | $17,523-72.7% | $7,775-38.6% |