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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 | $139,557 | $124,980+11.7% | $108,359+28.8% | $154,746-9.8% |
| Participation rate | 55.6% | 75.2%-19.6pp | 70.1%-14.6pp | 80.7%-25.1pp |
| Annual return | 16.21% | 45.00%-28.8pp | 36.89%-20.7pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,556 | $2,851-45.4% | $2,399-35.2% | $4,379-64.5% |
| Participant deferral / active EE | $6,753 | $4,743+42.4% | $4,137+63.2% | $6,730+0.3% |
| Admin fee / account holder | $5,232 | $11,502-54.5% | $9,741-46.3% | $14,365-63.6% |