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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 | $135,835 | $117,904+15.2% | $102,457+32.6% | $145,978-6.9% |
| Participation rate | 43.5% | 78.6%-35.1pp | 76.5%-33.0pp | 80.3%-36.8pp |
| Annual return | 14.99% | 31.80%-16.8pp | 29.41%-14.4pp | 550.52%-535.5pp |
| Employer contribution / active EE | $1,647 | $3,613-54.4% | $3,022-45.5% | $4,662-64.7% |
| Participant deferral / active EE | $4,127 | $5,733-28.0% | $5,054-18.3% | $6,690-38.3% |
| Admin fee / account holder | $791 | $13,329-94.1% | $9,451-91.6% | $13,400-94.1% |