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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 | $124,980+8.4% | $108,359+25.0% | $154,746-12.5% |
| Participation rate | 62.5% | 75.2%-12.7pp | 70.1%-7.6pp | 80.7%-18.2pp |
| Annual return | 14.81% | 45.00%-30.2pp | 36.89%-22.1pp | 172.34%-157.5pp |
| Employer contribution / active EE | $1,287 | $2,851-54.9% | $2,399-46.4% | $4,379-70.6% |
| Participant deferral / active EE | $2,954 | $4,743-37.7% | $4,137-28.6% | $6,730-56.1% |
| Admin fee / account holder | $810 | $11,502-93.0% | $9,741-91.7% | $14,365-94.4% |