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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 | $123,883 | $103,164+20.1% | $90,259+37.3% | $154,746-19.9% |
| Participation rate | 27.3% | 76.1%-48.8pp | 70.7%-43.5pp | 80.7%-53.4pp |
| Annual return | 9.86% | 19.25%-9.4pp | 18.88%-9.0pp | 172.34%-162.5pp |
| Employer contribution / active EE | $418 | $2,532-83.5% | $2,291-81.8% | $4,379-90.5% |
| Participant deferral / active EE | $5,132 | $4,422+16.1% | $3,827+34.1% | $6,730-23.7% |
| Admin fee / account holder | $398 | $8,593-95.4% | $7,267-94.5% | $14,365-97.2% |