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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 | $119,396 | $124,425-4.0% | $112,040+6.6% | $137,256-13.0% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 16.76% | 24.72%-8.0pp | 24.52%-7.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,003 | $3,411-41.3% | $2,954-32.2% | $4,156-51.8% |
| Participant deferral / active EE | $8,145 | $5,718+42.4% | $5,098+59.8% | $6,407+27.1% |
| Admin fee / account holder | $653 | $15,207-95.7% | $12,098-94.6% | $12,270-94.7% |