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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 | $138,932 | $138,312+0.4% | $122,979+13.0% | $155,188-10.5% |
| Participation rate | 37.5% | 80.2%-42.7pp | 77.2%-39.7pp | 80.8%-43.3pp |
| Annual return | 19.01% | 22.06%-3.1pp | 20.12%-1.1pp | 148.84%-129.8pp |
| Employer contribution / active EE | $1,033 | $3,530-70.7% | $3,062-66.3% | $4,248-75.7% |
| Participant deferral / active EE | $2,386 | $5,592-57.3% | $5,003-52.3% | $6,531-63.5% |
| Admin fee / account holder | $1,264 | $15,089-91.6% | $12,864-90.2% | $14,480-91.3% |