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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 | $130,421 | $184,014-29.1% | $161,149-19.1% | $138,895-6.1% |
| Participation rate | 69.2% | 82.1%-12.8pp | 78.8%-9.6pp | 79.9%-10.7pp |
| Annual return | 16.11% | 21.52%-5.4pp | 21.16%-5.0pp | 145.39%-129.3pp |
| Employer contribution / active EE | $3,230 | $5,055-36.1% | $4,360-25.9% | $4,194-23.0% |
| Participant deferral / active EE | $8,504 | $6,909+23.1% | $6,153+38.2% | $6,396+33.0% |
| Admin fee / account holder | $1,049 | $18,027-94.2% | $15,194-93.1% | $12,562-91.7% |