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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 | $115,225+7.7% | $100,712+23.2% | $138,895-10.7% |
| Participation rate | 42.9% | 74.3%-31.5pp | 69.3%-26.4pp | 79.9%-37.1pp |
| Annual return | 12.69% | 40.35%-27.7pp | 33.27%-20.6pp | 145.39%-132.7pp |
| Employer contribution / active EE | $752 | $2,771-72.9% | $2,313-67.5% | $4,194-82.1% |
| Participant deferral / active EE | $2,928 | $4,699-37.7% | $4,085-28.3% | $6,396-54.2% |
| Admin fee / account holder | $949 | $10,844-91.2% | $9,256-89.7% | $12,562-92.4% |