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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 | $118,469 | $115,225+2.8% | $100,712+17.6% | $138,895-14.7% |
| Participation rate | 65.0% | 74.3%-9.3pp | 69.3%-4.3pp | 79.9%-14.9pp |
| Annual return | 13.50% | 40.35%-26.9pp | 33.27%-19.8pp | 145.39%-131.9pp |
| Employer contribution / active EE | $778 | $2,771-71.9% | $2,313-66.4% | $4,194-81.5% |
| Participant deferral / active EE | $2,358 | $4,699-49.8% | $4,085-42.3% | $6,396-63.1% |
| Admin fee / account holder | $27,792 | $10,844+156.3% | $9,256+200.3% | $12,562+121.2% |