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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 | $126,722 | $139,948-9.5% | $121,663+4.2% | $154,746-18.1% |
| Participation rate | 27.3% | 78.0%-50.7pp | 74.5%-47.2pp | 80.7%-53.4pp |
| Annual return | 14.32% | 230.52%-216.2pp | 147.54%-133.2pp | 172.34%-158.0pp |
| Employer contribution / active EE | $2,598 | $3,521-26.2% | $3,020-14.0% | $4,379-40.7% |
| Participant deferral / active EE | $4,165 | $5,629-26.0% | $4,887-14.8% | $6,730-38.1% |
| Admin fee / account holder | $950 | $17,321-94.5% | $14,289-93.4% | $14,365-93.4% |