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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 | $135,118 | $112,729+19.9% | $98,716+36.9% | $137,256-1.6% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.3%-6.8pp | 80.0%-17.5pp |
| Annual return | 11.60% | 38.48%-26.9pp | 31.81%-20.2pp | 220.34%-208.7pp |
| Employer contribution / active EE | $2,034 | $2,725-25.4% | $2,279-10.7% | $4,156-51.1% |
| Participant deferral / active EE | $5,697 | $4,640+22.8% | $4,048+40.7% | $6,407-11.1% |
| Admin fee / account holder | $2,266 | $10,129-77.6% | $8,703-74.0% | $12,270-81.5% |