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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 | $124,132 | $112,729+10.1% | $98,716+25.7% | $137,256-9.6% |
| Participation rate | 60.9% | 74.2%-13.4pp | 69.3%-8.4pp | 80.0%-19.1pp |
| Annual return | 14.70% | 38.48%-23.8pp | 31.81%-17.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,214 | $2,725-55.5% | $2,279-46.7% | $4,156-70.8% |
| Participant deferral / active EE | $4,079 | $4,640-12.1% | $4,048+0.8% | $6,407-36.3% |
| Admin fee / account holder | $475 | $10,129-95.3% | $8,703-94.5% | $12,270-96.1% |