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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 | $129,451 | $126,661+2.2% | $113,397+14.2% | $138,895-6.8% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.5%-9.8pp | 79.9%-13.3pp |
| Annual return | 22.42% | 25.05%-2.6pp | 23.20%-0.8pp | 145.39%-123.0pp |
| Employer contribution / active EE | $9,407 | $3,456+172.2% | $2,977+216.0% | $4,194+124.3% |
| Participant deferral / active EE | $9,058 | $5,693+59.1% | $5,076+78.4% | $6,396+41.6% |
| Admin fee / account holder | $7,949 | $14,549-45.4% | $11,957-33.5% | $12,562-36.7% |