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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 | $135,325 | $124,980+8.3% | $108,359+24.9% | $154,746-12.6% |
| Participation rate | 60.0% | 75.2%-15.2pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 15.80% | 45.00%-29.2pp | 36.89%-21.1pp | 172.34%-156.5pp |
| Employer contribution / active EE | $2,453 | $2,851-13.9% | $2,399+2.2% | $4,379-44.0% |
| Participant deferral / active EE | $10,001 | $4,743+110.9% | $4,137+141.8% | $6,730+48.6% |
| Admin fee / account holder | $415 | $11,502-96.4% | $9,741-95.7% | $14,365-97.1% |