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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 | $127,236 | $126,661+0.5% | $113,397+12.2% | $138,895-8.4% |
| Participation rate | 58.3% | 79.4%-21.1pp | 76.5%-18.2pp | 79.9%-21.6pp |
| Annual return | 19.50% | 25.05%-5.6pp | 23.20%-3.7pp | 145.39%-125.9pp |
| Employer contribution / active EE | $1,829 | $3,456-47.1% | $2,977-38.6% | $4,194-56.4% |
| Participant deferral / active EE | $3,825 | $5,693-32.8% | $5,076-24.6% | $6,396-40.2% |
| Admin fee / account holder | $5,126 | $14,549-64.8% | $11,957-57.1% | $12,562-59.2% |