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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 | $128,298 | $104,650+22.6% | $83,854+53.0% | $155,188-17.3% |
| Participation rate | 50.0% | 65.1%-15.1pp | 59.1%-9.1pp | 80.8%-30.8pp |
| Annual return | 17.53% | 28.97%-11.4pp | 31.39%-13.9pp | 148.84%-131.3pp |
| Employer contribution / active EE | $1,644 | $1,196+37.4% | $1,017+61.6% | $4,248-61.3% |
| Participant deferral / active EE | $5,848 | $2,367+147.0% | $2,035+187.4% | $6,531-10.5% |
| Admin fee / account holder | $1,019 | $3,518-71.0% | $3,197-68.1% | $14,480-93.0% |