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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 | $131,827 | $112,729+16.9% | $98,716+33.5% | $137,256-4.0% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 14.80% | 38.48%-23.7pp | 31.81%-17.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,036 | $2,725-25.3% | $2,279-10.6% | $4,156-51.0% |
| Participant deferral / active EE | $6,069 | $4,640+30.8% | $4,048+49.9% | $6,407-5.3% |
| Admin fee / account holder | $2,966 | $10,129-70.7% | $8,703-65.9% | $12,270-75.8% |