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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 | $141,161 | $111,814+26.2% | $103,378+36.5% | $145,978-3.3% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 9.37% | 24.80%-15.4pp | 24.91%-15.5pp | 550.52%-541.1pp |
| Employer contribution / active EE | $2,063 | $4,215-51.1% | $3,870-46.7% | $4,662-55.8% |
| Participant deferral / active EE | $5,651 | $5,618+0.6% | $5,058+11.7% | $6,690-15.5% |
| Admin fee / account holder | $1,642 | $9,764-83.2% | $8,401-80.5% | $13,400-87.7% |