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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 | $127,669 | $124,980+2.2% | $108,359+17.8% | $154,746-17.5% |
| Participation rate | 69.6% | 75.2%-5.6pp | 70.1%-0.6pp | 80.7%-11.1pp |
| Annual return | 15.15% | 45.00%-29.8pp | 36.89%-21.7pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,625 | $2,851-43.0% | $2,399-32.3% | $4,379-62.9% |
| Participant deferral / active EE | $5,708 | $4,743+20.3% | $4,137+38.0% | $6,730-15.2% |
| Admin fee / account holder | $7,955 | $11,502-30.8% | $9,741-18.3% | $14,365-44.6% |