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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 | $128,251 | $126,661+1.3% | $113,397+13.1% | $138,895-7.7% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.5%-16.5pp | 79.9%-19.9pp |
| Annual return | 15.03% | 25.05%-10.0pp | 23.20%-8.2pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,770 | $3,456-48.8% | $2,977-40.5% | $4,194-57.8% |
| Participant deferral / active EE | $8,050 | $5,693+41.4% | $5,076+58.6% | $6,396+25.9% |
| Admin fee / account holder | $1,215 | $14,549-91.6% | $11,957-89.8% | $12,562-90.3% |