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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 | $139,814 | $136,860+2.2% | $120,344+16.2% | $154,746-9.6% |
| Participation rate | 62.5% | 79.9%-17.4pp | 76.7%-14.2pp | 80.7%-18.2pp |
| Annual return | 16.39% | 21.38%-5.0pp | 20.30%-3.9pp | 172.34%-155.9pp |
| Employer contribution / active EE | $3,211 | $3,533-9.1% | $3,020+6.3% | $4,379-26.7% |
| Participant deferral / active EE | $7,139 | $5,793+23.2% | $5,135+39.0% | $6,730+6.1% |
| Admin fee / account holder | $37,067 | $15,393+140.8% | $12,742+190.9% | $14,365+158.0% |