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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 | $137,568 | $124,425+10.6% | $112,040+22.8% | $137,256+0.2% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 11.69% | 24.72%-13.0pp | 24.52%-12.8pp | 220.34%-208.7pp |
| Employer contribution / active EE | $3,030 | $3,411-11.2% | $2,954+2.6% | $4,156-27.1% |
| Participant deferral / active EE | $3,698 | $5,718-35.3% | $5,098-27.5% | $6,407-42.3% |
| Admin fee / account holder | $1,826 | $15,207-88.0% | $12,098-84.9% | $12,270-85.1% |