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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 | $137,328 | $136,860+0.3% | $120,344+14.1% | $154,746-11.3% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 13.20% | 21.38%-8.2pp | 20.30%-7.1pp | 172.34%-159.1pp |
| Employer contribution / active EE | $1,190 | $3,533-66.3% | $3,020-60.6% | $4,379-72.8% |
| Participant deferral / active EE | $7,068 | $5,793+22.0% | $5,135+37.6% | $6,730+5.0% |
| Admin fee / account holder | $1,646 | $15,393-89.3% | $12,742-87.1% | $14,365-88.5% |