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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 | $142,997 | $184,014-22.3% | $161,149-11.3% | $138,895+3.0% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 19.04% | 21.52%-2.5pp | 21.16%-2.1pp | 145.39%-126.4pp |
| Employer contribution / active EE | $2,360 | $5,055-53.3% | $4,360-45.9% | $4,194-43.7% |
| Participant deferral / active EE | $11,821 | $6,909+71.1% | $6,153+92.1% | $6,396+84.8% |
| Admin fee / account holder | $5,027 | $18,027-72.1% | $15,194-66.9% | $12,562-60.0% |