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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 | $107,666+32.3% | $102,184+39.4% | $154,746-7.9% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.7%-14.0pp |
| Annual return | 16.39% | 29.33%-12.9pp | 31.58%-15.2pp | 172.34%-156.0pp |
| Employer contribution / active EE | $2,614 | $3,846-32.0% | $3,594-27.2% | $4,379-40.3% |
| Participant deferral / active EE | $7,210 | $8,719-17.3% | $8,309-13.2% | $6,730+7.1% |
| Admin fee / account holder | $981 | $12,943-92.4% | $11,609-91.6% | $14,365-93.2% |