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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 | $121,899 | $116,167+4.9% | $64,489+89.0% | $137,256-11.2% |
| Participation rate | 50.0% | 68.2%-18.2pp | 67.7%-17.7pp | 80.0%-30.0pp |
| Annual return | 23.83% | 36.55%-12.7pp | 55.03%-31.2pp | 220.34%-196.5pp |
| Employer contribution / active EE | $691 | $2,483-72.2% | $1,523-54.6% | $4,156-83.4% |
| Participant deferral / active EE | $9,515 | $4,215+125.7% | $2,778+242.5% | $6,407+48.5% |
| Admin fee / account holder | $459 | $6,188-92.6% | $4,260-89.2% | $12,270-96.3% |