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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 | $115,225+21.1% | $100,712+38.6% | $138,895+0.5% |
| Participation rate | 55.6% | 74.3%-18.8pp | 69.3%-13.7pp | 79.9%-24.4pp |
| Annual return | 16.21% | 40.35%-24.1pp | 33.27%-17.1pp | 145.39%-129.2pp |
| Employer contribution / active EE | $1,556 | $2,771-43.9% | $2,313-32.7% | $4,194-62.9% |
| Participant deferral / active EE | $6,753 | $4,699+43.7% | $4,085+65.3% | $6,396+5.6% |
| Admin fee / account holder | $5,232 | $10,844-51.7% | $9,256-43.5% | $12,562-58.3% |