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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 | $138,260 | $112,729+22.6% | $98,716+40.1% | $137,256+0.7% |
| Participation rate | 45.5% | 74.2%-28.8pp | 69.3%-23.8pp | 80.0%-34.5pp |
| Annual return | 15.19% | 38.48%-23.3pp | 31.81%-16.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,076 | $2,725-23.8% | $2,279-8.9% | $4,156-50.1% |
| Participant deferral / active EE | $9,832 | $4,640+111.9% | $4,048+142.9% | $6,407+53.5% |
| Admin fee / account holder | $20,508 | $10,129+102.5% | $8,703+135.6% | $12,270+67.1% |