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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 | $131,416 | $110,303+19.1% | $95,759+37.2% | $139,487-5.8% |
| Participation rate | 65.0% | 75.7%-10.7pp | 72.3%-7.3pp | 80.3%-15.3pp |
| Annual return | 20.63% | 27.19%-6.6pp | 28.42%-7.8pp | 373.84%-353.2pp |
| Employer contribution / active EE | $1,471 | $3,261-54.9% | $2,836-48.1% | $4,755-69.1% |
| Participant deferral / active EE | $2,944 | $4,674-37.0% | $4,244-30.6% | $6,713-56.1% |
| Admin fee / account holder | $8,499 | $6,615+28.5% | $5,678+49.7% | $11,407-25.5% |