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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 | $117,735 | $115,225+2.2% | $100,712+16.9% | $138,895-15.2% |
| Participation rate | 56.3% | 74.3%-18.1pp | 69.3%-13.0pp | 79.9%-23.7pp |
| Annual return | 15.55% | 40.35%-24.8pp | 33.27%-17.7pp | 145.39%-129.8pp |
| Employer contribution / active EE | $1,202 | $2,771-56.6% | $2,313-48.0% | $4,194-71.3% |
| Participant deferral / active EE | $3,497 | $4,699-25.6% | $4,085-14.4% | $6,396-45.3% |
| Admin fee / account holder | $2,999 | $10,844-72.3% | $9,256-67.6% | $12,562-76.1% |