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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 | $124,758 | $117,904+5.8% | $102,457+21.8% | $145,978-14.5% |
| Participation rate | 60.9% | 78.6%-17.7pp | 76.5%-15.6pp | 80.3%-19.4pp |
| Annual return | 21.82% | 31.80%-10.0pp | 29.41%-7.6pp | 550.52%-528.7pp |
| Employer contribution / active EE | $2,504 | $3,613-30.7% | $3,022-17.1% | $4,662-46.3% |
| Participant deferral / active EE | $5,023 | $5,733-12.4% | $5,054-0.6% | $6,690-24.9% |
| Admin fee / account holder | $1,484 | $13,329-88.9% | $9,451-84.3% | $13,400-88.9% |