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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 | $135,961 | $124,425+9.3% | $112,040+21.4% | $137,256-0.9% |
| Participation rate | 69.2% | 79.3%-10.1pp | 76.5%-7.3pp | 80.0%-10.7pp |
| Annual return | 17.31% | 24.72%-7.4pp | 24.52%-7.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,259 | $3,411-33.8% | $2,954-23.5% | $4,156-45.6% |
| Participant deferral / active EE | $3,720 | $5,718-34.9% | $5,098-27.0% | $6,407-41.9% |
| Admin fee / account holder | $647 | $15,207-95.7% | $12,098-94.6% | $12,270-94.7% |