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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 | $124,084 | $112,729+10.1% | $98,716+25.7% | $137,256-9.6% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.3%-26.4pp | 80.0%-37.1pp |
| Annual return | 12.69% | 38.48%-25.8pp | 31.81%-19.1pp | 220.34%-207.7pp |
| Employer contribution / active EE | $752 | $2,725-72.4% | $2,279-67.0% | $4,156-81.9% |
| Participant deferral / active EE | $2,928 | $4,640-36.9% | $4,048-27.7% | $6,407-54.3% |
| Admin fee / account holder | $949 | $10,129-90.6% | $8,703-89.1% | $12,270-92.3% |