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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 | $151,795 | $126,661+19.8% | $113,397+33.9% | $138,895+9.3% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.5%-9.8pp | 79.9%-13.3pp |
| Annual return | 13.40% | 25.05%-11.7pp | 23.20%-9.8pp | 145.39%-132.0pp |
| Employer contribution / active EE | $1,080 | $3,456-68.7% | $2,977-63.7% | $4,194-74.2% |
| Participant deferral / active EE | $3,131 | $5,693-45.0% | $5,076-38.3% | $6,396-51.1% |
| Admin fee / account holder | $4,183 | $14,549-71.3% | $11,957-65.0% | $12,562-66.7% |