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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 | $115,770 | $124,425-7.0% | $112,040+3.3% | $137,256-15.7% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 15.83% | 24.72%-8.9pp | 24.52%-8.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,189 | $3,411-35.8% | $2,954-25.9% | $4,156-47.3% |
| Participant deferral / active EE | $4,646 | $5,718-18.8% | $5,098-8.9% | $6,407-27.5% |
| Admin fee / account holder | $518 | $15,207-96.6% | $12,098-95.7% | $12,270-95.8% |