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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 | $130,826 | $106,247+23.1% | $96,515+35.6% | $139,466-6.2% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 16.55% | 38.47%-21.9pp | 35.73%-19.2pp | 373.66%-357.1pp |
| Employer contribution / active EE | $1,538 | $4,106-62.5% | $3,740-58.9% | $4,754-67.6% |
| Participant deferral / active EE | $4,229 | $5,456-22.5% | $4,880-13.3% | $6,712-37.0% |
| Admin fee / account holder | $2,535 | $7,885-67.9% | $6,735-62.4% | $11,409-77.8% |