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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 | $97,289+35.0% | $92,805+41.6% | $155,188-15.3% |
| Participation rate | 66.7% | 84.2%-17.5pp | 83.5%-16.8pp | 80.8%-14.1pp |
| Annual return | 18.29% | 29.03%-10.7pp | 31.59%-13.3pp | 148.84%-130.5pp |
| Employer contribution / active EE | $1,454 | $3,632-60.0% | $3,424-57.5% | $4,248-65.8% |
| Participant deferral / active EE | $10,047 | $8,795+14.2% | $8,448+18.9% | $6,531+53.8% |
| Admin fee / account holder | $504 | $12,015-95.8% | $10,911-95.4% | $14,480-96.5% |