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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 | $134,590 | $124,425+8.2% | $112,040+20.1% | $137,256-1.9% |
| Participation rate | 40.0% | 79.3%-39.3pp | 76.5%-36.5pp | 80.0%-40.0pp |
| Annual return | 18.27% | 24.72%-6.4pp | 24.52%-6.2pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,033 | $3,411-40.4% | $2,954-31.2% | $4,156-51.1% |
| Participant deferral / active EE | $3,776 | $5,718-34.0% | $5,098-25.9% | $6,407-41.1% |
| Admin fee / account holder | $7,399 | $15,207-51.3% | $12,098-38.8% | $12,270-39.7% |