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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 | $130,219 | $100,970+29.0% | $96,576+34.8% | $137,256-5.1% |
| Participation rate | 60.9% | 82.6%-21.7pp | 81.4%-20.6pp | 80.0%-19.1pp |
| Annual return | 13.84% | 38.16%-24.3pp | 38.47%-24.6pp | 220.34%-206.5pp |
| Employer contribution / active EE | $165 | $3,809-95.7% | $3,553-95.3% | $4,156-96.0% |
| Participant deferral / active EE | $3,306 | $8,286-60.1% | $7,956-58.4% | $6,407-48.4% |
| Admin fee / account holder | $1,058 | $11,312-90.6% | $11,381-90.7% | $12,270-91.4% |