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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 | $127,439 | $107,666+18.4% | $102,184+24.7% | $154,746-17.6% |
| Participation rate | 68.4% | 83.7%-15.3pp | 82.6%-14.2pp | 80.7%-12.3pp |
| Annual return | 16.68% | 29.33%-12.7pp | 31.58%-14.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $482 | $3,846-87.5% | $3,594-86.6% | $4,379-89.0% |
| Participant deferral / active EE | $3,855 | $8,719-55.8% | $8,309-53.6% | $6,730-42.7% |
| Admin fee / account holder | $15,033 | $12,943+16.1% | $11,609+29.5% | $14,365+4.6% |