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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 | $130,239 | $251,004-48.1% | $191,597-32.0% | $138,895-6.2% |
| Participation rate | 64.3% | 82.4%-18.1pp | 76.9%-12.6pp | 79.9%-15.6pp |
| Annual return | 11.92% | 31.05%-19.1pp | 27.07%-15.1pp | 145.39%-133.5pp |
| Employer contribution / active EE | $2,007 | $6,226-67.8% | $5,025-60.1% | $4,194-52.2% |
| Participant deferral / active EE | $8,491 | $8,154+4.1% | $6,850+24.0% | $6,396+32.8% |
| Admin fee / account holder | $13,064 | $31,471-58.5% | $22,799-42.7% | $12,562+4.0% |