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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 | $126,677 | $107,809+17.5% | $97,032+30.6% | $155,188-18.4% |
| Participation rate | 58.8% | 75.5%-16.7pp | 71.6%-12.7pp | 80.8%-22.0pp |
| Annual return | 14.76% | 38.06%-23.3pp | 35.38%-20.6pp | 148.84%-134.1pp |
| Employer contribution / active EE | $1,452 | $2,911-50.1% | $2,629-44.8% | $4,248-65.8% |
| Participant deferral / active EE | $2,802 | $5,129-45.4% | $4,672-40.0% | $6,531-57.1% |
| Admin fee / account holder | $1,830 | $10,717-82.9% | $9,418-80.6% | $14,480-87.4% |