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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 | $112,729+12.3% | $98,716+28.2% | $137,256-7.8% |
| Participation rate | 59.1% | 74.2%-15.1pp | 69.3%-10.2pp | 80.0%-20.9pp |
| Annual return | 13.13% | 38.48%-25.4pp | 31.81%-18.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,312 | $2,725-15.2% | $2,279+1.5% | $4,156-44.4% |
| Participant deferral / active EE | $8,424 | $4,640+81.5% | $4,048+108.1% | $6,407+31.5% |
| Admin fee / account holder | $13,455 | $10,129+32.8% | $8,703+54.6% | $12,270+9.7% |