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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 | $113,699 | $112,729+0.9% | $98,716+15.2% | $137,256-17.2% |
| Participation rate | 35.7% | 74.2%-38.5pp | 69.3%-33.6pp | 80.0%-44.2pp |
| Annual return | 16.04% | 38.48%-22.4pp | 31.81%-15.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $4,869 | $2,725+78.7% | $2,279+113.7% | $4,156+17.2% |
| Participant deferral / active EE | $3,274 | $4,640-29.5% | $4,048-19.1% | $6,407-48.9% |
| Admin fee / account holder | $372 | $10,129-96.3% | $8,703-95.7% | $12,270-97.0% |