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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 | $141,191 | $132,310+6.7% | $105,754+33.5% | $273,972-48.5% |
| Participation rate | 63.6% | 83.2%-19.6pp | 78.9%-15.3pp | 83.0%-19.4pp |
| Annual return | 3.88% | 10.08%-6.2pp | 12.25%-8.4pp | 41.46%-37.6pp |
| Employer contribution / active EE | $7,336 | $4,867+50.7% | $4,079+79.8% | $4,869+50.7% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13,712 | $12,036+13.9% | $8,309+65.0% | $10,133+35.3% |