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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 | $119,500 | $112,729+6.0% | $98,716+21.1% | $137,256-12.9% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 13.99% | 38.48%-24.5pp | 31.81%-17.8pp | 220.34%-206.4pp |
| Employer contribution / active EE | $456 | $2,725-83.3% | $2,279-80.0% | $4,156-89.0% |
| Participant deferral / active EE | $4,737 | $4,640+2.1% | $4,048+17.0% | $6,407-26.1% |
| Admin fee / account holder | $6,523 | $10,129-35.6% | $8,703-25.0% | $12,270-46.8% |