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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 | $130,056 | $124,425+4.5% | $112,040+16.1% | $137,256-5.2% |
| Participation rate | 41.7% | 79.3%-37.6pp | 76.5%-34.8pp | 80.0%-38.3pp |
| Annual return | 36.52% | 24.72%+11.8pp | 24.52%+12.0pp | 220.34%-183.8pp |
| Employer contribution / active EE | $1,857 | $3,411-45.6% | $2,954-37.1% | $4,156-55.3% |
| Participant deferral / active EE | $6,098 | $5,718+6.6% | $5,098+19.6% | $6,407-4.8% |
| Admin fee / account holder | $519 | $15,207-96.6% | $12,098-95.7% | $12,270-95.8% |