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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 | $136,860-0.7% | $120,344+13.0% | $154,746-12.1% |
| Participation rate | 69.2% | 79.9%-10.7pp | 76.7%-7.5pp | 80.7%-11.5pp |
| Annual return | 17.31% | 21.38%-4.1pp | 20.30%-3.0pp | 172.34%-155.0pp |
| Employer contribution / active EE | $2,259 | $3,533-36.1% | $3,020-25.2% | $4,379-48.4% |
| Participant deferral / active EE | $3,720 | $5,793-35.8% | $5,135-27.5% | $6,730-44.7% |
| Admin fee / account holder | $647 | $15,393-95.8% | $12,742-94.9% | $14,365-95.5% |