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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 | $136,287 | $124,980+9.0% | $108,359+25.8% | $154,746-11.9% |
| Participation rate | 62.5% | 75.2%-12.7pp | 70.1%-7.6pp | 80.7%-18.2pp |
| Annual return | 11.28% | 45.00%-33.7pp | 36.89%-25.6pp | 172.34%-161.1pp |
| Employer contribution / active EE | $812 | $2,851-71.5% | $2,399-66.2% | $4,379-81.5% |
| Participant deferral / active EE | $2,613 | $4,743-44.9% | $4,137-36.8% | $6,730-61.2% |
| Admin fee / account holder | $6,768 | $11,502-41.2% | $9,741-30.5% | $14,365-52.9% |