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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 | $124,198 | $126,661-1.9% | $113,397+9.5% | $138,895-10.6% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.5%-16.5pp | 79.9%-19.9pp |
| Annual return | 17.31% | 25.05%-7.7pp | 23.20%-5.9pp | 145.39%-128.1pp |
| Employer contribution / active EE | $2,314 | $3,456-33.1% | $2,977-22.3% | $4,194-44.8% |
| Participant deferral / active EE | $4,878 | $5,693-14.3% | $5,076-3.9% | $6,396-23.7% |
| Admin fee / account holder | $29,819 | $14,549+104.9% | $11,957+149.4% | $12,562+137.4% |