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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 | $135,599 | $132,310+2.5% | $105,754+28.2% | $273,972-50.5% |
| Participation rate | 66.7% | 83.2%-16.5pp | 78.9%-12.2pp | 83.0%-16.3pp |
| Annual return | 9.07% | 10.08%-1.0pp | 12.25%-3.2pp | 41.46%-32.4pp |
| Employer contribution / active EE | $6,183 | $4,867+27.1% | $4,079+51.6% | $4,869+27.0% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9,166 | $12,036-23.8% | $8,309+10.3% | $10,133-9.5% |