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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 | $135,993 | $115,225+18.0% | $100,712+35.0% | $138,895-2.1% |
| Participation rate | 53.3% | 74.3%-21.0pp | 69.3%-15.9pp | 79.9%-26.6pp |
| Annual return | 16.42% | 40.35%-23.9pp | 33.27%-16.9pp | 145.39%-129.0pp |
| Employer contribution / active EE | $3,609 | $2,771+30.3% | $2,313+56.1% | $4,194-13.9% |
| Participant deferral / active EE | $6,295 | $4,699+33.9% | $4,085+54.1% | $6,396-1.6% |
| Admin fee / account holder | $464 | $10,844-95.7% | $9,256-95.0% | $12,562-96.3% |