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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 | $142,450 | $102,609+38.8% | $98,090+45.2% | $138,895+2.6% |
| Participation rate | 66.7% | 82.8%-16.1pp | 81.5%-14.9pp | 79.9%-13.3pp |
| Annual return | 16.39% | 36.44%-20.1pp | 37.05%-20.7pp | 145.39%-129.0pp |
| Employer contribution / active EE | $2,614 | $3,867-32.4% | $3,606-27.5% | $4,194-37.7% |
| Participant deferral / active EE | $7,210 | $8,167-11.7% | $7,845-8.1% | $6,396+12.7% |
| Admin fee / account holder | $981 | $11,434-91.4% | $11,815-91.7% | $12,562-92.2% |