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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 | $134,671 | $135,956-0.9% | $123,894+8.7% | $273,972-50.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 8.81% | 56.63%-47.8pp | 47.52%-38.7pp | 41.46%-32.6pp |
| Employer contribution / active EE | $1,440 | $5,170-72.1% | $4,617-68.8% | $4,869-70.4% |
| Participant deferral / active EE | $4,113 | $6,343-35.2% | $5,984-31.3% | $5,287-22.2% |
| Admin fee / account holder | $1,308 | $9,817-86.7% | $8,357-84.3% | $10,133-87.1% |