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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 | $118,547 | $105,623+12.2% | $87,502+35.5% | $273,972-56.7% |
| Participation rate | 60.0% | 78.2%-18.2pp | 73.8%-13.8pp | 83.0%-23.0pp |
| Annual return | 5.56% | 12.26%-6.7pp | 12.21%-6.7pp | 41.46%-35.9pp |
| Employer contribution / active EE | $3,693 | $3,141+17.6% | $2,550+44.9% | $4,869-24.1% |
| Participant deferral / active EE | $8,048 | $3,601+123.5% | $3,149+155.6% | $5,287+52.2% |
| Admin fee / account holder | $1,111 | $4,781-76.8% | $4,221-73.7% | $10,133-89.0% |