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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 | $129,195 | $93,598+38.0% | $135,974-5.0% | $75,173+71.9% |
| Participation rate | 51.5% | 75.2%-23.7pp | 81.9%-30.4pp | 67.2%-15.7pp |
| Annual return | 18.78% | 30.89%-12.1pp | 68.30%-49.5pp | 160.72%-141.9pp |
| Employer contribution / active EE | $2,049 | $3,538-42.1% | $4,859-57.8% | $2,671-23.3% |
| Participant deferral / active EE | $4,370 | $6,405-31.8% | $7,760-43.7% | $4,126+5.9% |
| Admin fee / account holder | $2,129 | $6,978-69.5% | $10,767-80.2% | $5,651-62.3% |