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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 | $135,437 | $112,729+20.1% | $98,716+37.2% | $137,256-1.3% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.3%-6.8pp | 80.0%-17.5pp |
| Annual return | 14.81% | 38.48%-23.7pp | 31.81%-17.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,287 | $2,725-52.8% | $2,279-43.5% | $4,156-69.0% |
| Participant deferral / active EE | $2,954 | $4,640-36.3% | $4,048-27.0% | $6,407-53.9% |
| Admin fee / account holder | $810 | $10,129-92.0% | $8,703-90.7% | $12,270-93.4% |