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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 | $131,382 | $102,609+28.0% | $98,090+33.9% | $138,895-5.4% |
| Participation rate | 66.7% | 82.8%-16.1pp | 81.5%-14.9pp | 79.9%-13.3pp |
| Annual return | 18.29% | 36.44%-18.1pp | 37.05%-18.8pp | 145.39%-127.1pp |
| Employer contribution / active EE | $1,454 | $3,867-62.4% | $3,606-59.7% | $4,194-65.3% |
| Participant deferral / active EE | $10,047 | $8,167+23.0% | $7,845+28.1% | $6,396+57.1% |
| Admin fee / account holder | $504 | $11,434-95.6% | $11,815-95.7% | $12,562-96.0% |