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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 | $124,425+22.0% | $112,040+35.5% | $137,256+10.6% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 13.40% | 24.72%-11.3pp | 24.52%-11.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,080 | $3,411-68.3% | $2,954-63.4% | $4,156-74.0% |
| Participant deferral / active EE | $3,131 | $5,718-45.3% | $5,098-38.6% | $6,407-51.1% |
| Admin fee / account holder | $4,183 | $15,207-72.5% | $12,098-65.4% | $12,270-65.9% |