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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 | $140,235 | $111,814+25.4% | $103,378+35.7% | $145,978-3.9% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 27.89% | 24.80%+3.1pp | 24.91%+3.0pp | 550.52%-522.6pp |
| Employer contribution / active EE | $2,126 | $4,215-49.6% | $3,870-45.1% | $4,662-54.4% |
| Participant deferral / active EE | $6,729 | $5,618+19.8% | $5,058+33.0% | $6,690+0.6% |
| Admin fee / account holder | $513 | $9,764-94.8% | $8,401-93.9% | $13,400-96.2% |