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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 | $122,229 | $115,225+6.1% | $100,712+21.4% | $138,895-12.0% |
| Participation rate | 52.4% | 74.3%-22.0pp | 69.3%-16.9pp | 79.9%-27.5pp |
| Annual return | 15.51% | 40.35%-24.8pp | 33.27%-17.8pp | 145.39%-129.9pp |
| Employer contribution / active EE | $1,602 | $2,771-42.2% | $2,313-30.7% | $4,194-61.8% |
| Participant deferral / active EE | $3,443 | $4,699-26.7% | $4,085-15.7% | $6,396-46.2% |
| Admin fee / account holder | $954 | $10,844-91.2% | $9,256-89.7% | $12,562-92.4% |