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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 | $136,715 | $107,733+26.9% | $92,985+47.0% | $154,746-11.7% |
| Participation rate | 56.5% | 74.6%-18.0pp | 69.5%-13.0pp | 80.7%-24.2pp |
| Annual return | 14.85% | 30.39%-15.5pp | 27.99%-13.1pp | 172.34%-157.5pp |
| Employer contribution / active EE | $672 | $3,126-78.5% | $2,662-74.7% | $4,379-84.6% |
| Participant deferral / active EE | $2,994 | $5,053-40.7% | $4,377-31.6% | $6,730-55.5% |
| Admin fee / account holder | $23,093 | $11,369+103.1% | $9,463+144.0% | $14,365+60.8% |