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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 | $138,516 | $126,661+9.4% | $113,397+22.2% | $138,895-0.3% |
| Participation rate | 36.4% | 79.4%-43.1pp | 76.5%-40.1pp | 79.9%-43.6pp |
| Annual return | 12.62% | 25.05%-12.4pp | 23.20%-10.6pp | 145.39%-132.8pp |
| Employer contribution / active EE | $1,365 | $3,456-60.5% | $2,977-54.1% | $4,194-67.4% |
| Participant deferral / active EE | $6,631 | $5,693+16.5% | $5,076+30.6% | $6,396+3.7% |
| Admin fee / account holder | $10,749 | $14,549-26.1% | $11,957-10.1% | $12,562-14.4% |