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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 | $114,444 | $123,155-7.1% | $108,753+5.2% | $155,188-26.3% |
| Participation rate | 61.9% | 75.6%-13.7pp | 71.1%-9.2pp | 80.8%-18.9pp |
| Annual return | 15.64% | 44.73%-29.1pp | 37.47%-21.8pp | 148.84%-133.2pp |
| Employer contribution / active EE | $1,877 | $2,811-33.2% | $2,427-22.6% | $4,248-55.8% |
| Participant deferral / active EE | $4,935 | $4,623+6.8% | $4,115+19.9% | $6,531-24.4% |
| Admin fee / account holder | $878 | $12,126-92.8% | $10,320-91.5% | $14,480-93.9% |