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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 | $137,632 | $124,425+10.6% | $112,040+22.8% | $137,256+0.3% |
| Participation rate | 68.2% | 79.3%-11.1pp | 76.5%-8.3pp | 80.0%-11.8pp |
| Annual return | 18.91% | 24.72%-5.8pp | 24.52%-5.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,145 | $3,411-37.1% | $2,954-27.4% | $4,156-48.4% |
| Participant deferral / active EE | $5,956 | $5,718+4.2% | $5,098+16.8% | $6,407-7.0% |
| Admin fee / account holder | $5,438 | $15,207-64.2% | $12,098-55.1% | $12,270-55.7% |