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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 | $127,139 | $124,425+2.2% | $112,040+13.5% | $137,256-7.4% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 16.99% | 24.72%-7.7pp | 24.52%-7.5pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,995 | $3,411-41.5% | $2,954-32.5% | $4,156-52.0% |
| Participant deferral / active EE | $11,318 | $5,718+97.9% | $5,098+122.0% | $6,407+76.7% |
| Admin fee / account holder | $622 | $15,207-95.9% | $12,098-94.9% | $12,270-94.9% |