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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 | $135,993 | $112,729+20.6% | $98,716+37.8% | $137,256-0.9% |
| Participation rate | 53.3% | 74.2%-20.9pp | 69.3%-16.0pp | 80.0%-26.6pp |
| Annual return | 16.42% | 38.48%-22.1pp | 31.81%-15.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,609 | $2,725+32.4% | $2,279+58.4% | $4,156-13.2% |
| Participant deferral / active EE | $6,295 | $4,640+35.7% | $4,048+55.5% | $6,407-1.8% |
| Admin fee / account holder | $464 | $10,129-95.4% | $8,703-94.7% | $12,270-96.2% |