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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 | $126,591 | $124,980+1.3% | $108,359+16.8% | $154,746-18.2% |
| Participation rate | 59.1% | 75.2%-16.1pp | 70.1%-11.0pp | 80.7%-21.6pp |
| Annual return | 13.13% | 45.00%-31.9pp | 36.89%-23.8pp | 172.34%-159.2pp |
| Employer contribution / active EE | $2,312 | $2,851-18.9% | $2,399-3.7% | $4,379-47.2% |
| Participant deferral / active EE | $8,424 | $4,743+77.6% | $4,137+103.6% | $6,730+25.2% |
| Admin fee / account holder | $13,455 | $11,502+17.0% | $9,741+38.1% | $14,365-6.3% |