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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 | $136,032 | $123,155+10.5% | $108,753+25.1% | $155,188-12.3% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 8.45% | 44.73%-36.3pp | 37.47%-29.0pp | 148.84%-140.4pp |
| Employer contribution / active EE | $1,296 | $2,811-53.9% | $2,427-46.6% | $4,248-69.5% |
| Participant deferral / active EE | $8,674 | $4,623+87.6% | $4,115+110.8% | $6,531+32.8% |
| Admin fee / account holder | $1,642 | $12,126-86.5% | $10,320-84.1% | $14,480-88.7% |