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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 | $132,540 | $92,798+42.8% | $96,707+37.1% | $137,256-3.4% |
| Participation rate | 66.7% | 81.6%-15.0pp | 80.4%-13.7pp | 80.0%-13.3pp |
| Annual return | 16.58% | 31.24%-14.7pp | 34.78%-18.2pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,725 | $4,147-58.4% | $4,191-58.8% | $4,156-58.5% |
| Participant deferral / active EE | $4,097 | $5,877-30.3% | $5,997-31.7% | $6,407-36.1% |
| Admin fee / account holder | $1,166 | $7,946-85.3% | $7,503-84.5% | $12,270-90.5% |