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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 | $128,697 | $114,119+12.8% | $107,187+20.1% | $138,895-7.3% |
| Participation rate | 63.6% | 78.1%-14.4pp | 75.0%-11.4pp | 79.9%-16.3pp |
| Annual return | 16.86% | 273.21%-256.3pp | 204.55%-187.7pp | 145.39%-128.5pp |
| Employer contribution / active EE | $2,132 | $4,059-47.5% | $3,782-43.6% | $4,194-49.2% |
| Participant deferral / active EE | $6,614 | $5,538+19.4% | $5,096+29.8% | $6,396+3.4% |
| Admin fee / account holder | $831 | $10,024-91.7% | $9,162-90.9% | $12,562-93.4% |