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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 | $131,048 | $100,970+29.8% | $96,576+35.7% | $137,256-4.5% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 12.85% | 38.16%-25.3pp | 38.47%-25.6pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,161 | $3,809-69.5% | $3,553-67.3% | $4,156-72.1% |
| Participant deferral / active EE | $7,098 | $8,286-14.3% | $7,956-10.8% | $6,407+10.8% |
| Admin fee / account holder | $36,303 | $11,312+220.9% | $11,381+219.0% | $12,270+195.9% |