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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 | $130,152 | $124,425+4.6% | $112,040+16.2% | $137,256-5.2% |
| Participation rate | 55.6% | 79.3%-23.8pp | 76.5%-20.9pp | 80.0%-24.4pp |
| Annual return | 12.28% | 24.72%-12.4pp | 24.52%-12.2pp | 220.34%-208.1pp |
| Employer contribution / active EE | $2,150 | $3,411-37.0% | $2,954-27.2% | $4,156-48.3% |
| Participant deferral / active EE | $5,238 | $5,718-8.4% | $5,098+2.8% | $6,407-18.2% |
| Admin fee / account holder | $4,097 | $15,207-73.1% | $12,098-66.1% | $12,270-66.6% |