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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 | $133,934 | $100,970+32.6% | $96,576+38.7% | $137,256-2.4% |
| Participation rate | 62.5% | 82.6%-20.1pp | 81.4%-18.9pp | 80.0%-17.5pp |
| Annual return | 16.34% | 38.16%-21.8pp | 38.47%-22.1pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,926 | $3,809-49.4% | $3,553-45.8% | $4,156-53.7% |
| Participant deferral / active EE | $5,330 | $8,286-35.7% | $7,956-33.0% | $6,407-16.8% |
| Admin fee / account holder | $449 | $11,312-96.0% | $11,381-96.1% | $12,270-96.3% |