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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 | $130,575 | $107,733+21.2% | $92,985+40.4% | $154,746-15.6% |
| Participation rate | 66.7% | 74.6%-7.9pp | 69.5%-2.8pp | 80.7%-14.0pp |
| Annual return | 15.05% | 30.39%-15.3pp | 27.99%-12.9pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,688 | $3,126-46.0% | $2,662-36.6% | $4,379-61.5% |
| Participant deferral / active EE | $7,788 | $5,053+54.1% | $4,377+77.9% | $6,730+15.7% |
| Admin fee / account holder | $1,412 | $11,369-87.6% | $9,463-85.1% | $14,365-90.2% |