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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 | $128,921 | $93,589+37.8% | $135,942-5.2% | $75,181+71.5% |
| Participation rate | 58.8% | 75.2%-16.4pp | 81.9%-23.1pp | 67.2%-8.4pp |
| Annual return | 20.04% | 30.90%-10.9pp | 68.28%-48.2pp | 160.69%-140.6pp |
| Employer contribution / active EE | $2,052 | $3,537-42.0% | $4,858-57.8% | $2,671-23.2% |
| Participant deferral / active EE | $5,570 | $6,405-13.0% | $7,759-28.2% | $4,126+35.0% |
| Admin fee / account holder | $4,846 | $6,977-30.5% | $10,764-55.0% | $5,650-14.2% |