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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 | $88,996+46.7% | $78,004+67.4% | $138,895-6.0% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.4%-2.8pp | 79.9%-13.3pp |
| Annual return | 15.05% | 28.03%-13.0pp | 31.07%-16.0pp | 145.39%-130.3pp |
| Employer contribution / active EE | $1,688 | $2,917-42.1% | $2,469-31.6% | $4,194-59.8% |
| Participant deferral / active EE | $7,788 | $4,724+64.9% | $4,092+90.3% | $6,396+21.8% |
| Admin fee / account holder | $1,412 | $8,807-84.0% | $7,578-81.4% | $12,562-88.8% |