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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 | $136,183 | $124,425+9.4% | $112,040+21.5% | $137,256-0.8% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 12.38% | 24.72%-12.3pp | 24.52%-12.1pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,085 | $3,411-38.9% | $2,954-29.4% | $4,156-49.8% |
| Participant deferral / active EE | $3,329 | $5,718-41.8% | $5,098-34.7% | $6,407-48.0% |
| Admin fee / account holder | $3,312 | $15,207-78.2% | $12,098-72.6% | $12,270-73.0% |