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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 | $130,194 | $117,904+10.4% | $102,457+27.1% | $145,978-10.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 12.18% | 31.80%-19.6pp | 29.41%-17.2pp | 550.52%-538.3pp |
| Employer contribution / active EE | $2,154 | $3,613-40.4% | $3,022-28.7% | $4,662-53.8% |
| Participant deferral / active EE | $8,702 | $5,733+51.8% | $5,054+72.2% | $6,690+30.1% |
| Admin fee / account holder | $1,985 | $13,329-85.1% | $9,451-79.0% | $13,400-85.2% |