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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 | $123,056 | $115,225+6.8% | $100,712+22.2% | $138,895-11.4% |
| Participation rate | 47.8% | 74.3%-26.5pp | 69.3%-21.4pp | 79.9%-32.1pp |
| Annual return | 19.44% | 40.35%-20.9pp | 33.27%-13.8pp | 145.39%-126.0pp |
| Employer contribution / active EE | $896 | $2,771-67.7% | $2,313-61.3% | $4,194-78.6% |
| Participant deferral / active EE | $5,814 | $4,699+23.7% | $4,085+42.3% | $6,396-9.1% |
| Admin fee / account holder | $1,026 | $10,844-90.5% | $9,256-88.9% | $12,562-91.8% |