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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 | $126,804 | $136,860-7.3% | $120,344+5.4% | $154,746-18.1% |
| Participation rate | 53.8% | 79.9%-26.0pp | 76.7%-22.9pp | 80.7%-26.9pp |
| Annual return | 20.39% | 21.38%-1.0pp | 20.30%+0.1pp | 172.34%-152.0pp |
| Employer contribution / active EE | $1,427 | $3,533-59.6% | $3,020-52.7% | $4,379-67.4% |
| Participant deferral / active EE | $5,401 | $5,793-6.8% | $5,135+5.2% | $6,730-19.8% |
| Admin fee / account holder | $427 | $15,393-97.2% | $12,742-96.7% | $14,365-97.0% |