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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 | $127,504 | $107,809+18.3% | $97,032+31.4% | $155,188-17.8% |
| Participation rate | 54.5% | 75.5%-20.9pp | 71.6%-17.0pp | 80.8%-26.3pp |
| Annual return | 15.09% | 38.06%-23.0pp | 35.38%-20.3pp | 148.84%-133.8pp |
| Employer contribution / active EE | $2,927 | $2,911+0.5% | $2,629+11.3% | $4,248-31.1% |
| Participant deferral / active EE | $5,129 | $5,1290% | $4,672+9.8% | $6,531-21.5% |
| Admin fee / account holder | $8,812 | $10,717-17.8% | $9,418-6.4% | $14,480-39.1% |