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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 | $124,895 | $121,719+2.6% | $210,053-40.5% | $116,462+7.2% |
| Participation rate | 60.0% | 76.0%-16.0pp | 80.8%-20.8pp | 74.7%-14.7pp |
| Annual return | 14.44% | 14.29%+0.1pp | 232.76%-218.3pp | 15.65%-1.2pp |
| Employer contribution / active EE | $935 | $2,386-60.8% | $4,521-79.3% | $3,231-71.1% |
| Participant deferral / active EE | $3,783 | $3,917-3.4% | $4,238-10.7% | $3,836-1.4% |
| Admin fee / account holder | $5,707 | $13,730-58.4% | $16,990-66.4% | $12,754-55.2% |