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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 | $100,970+26.2% | $96,576+32.0% | $137,256-7.2% |
| Participation rate | 68.4% | 82.6%-14.2pp | 81.4%-13.0pp | 80.0%-11.5pp |
| Annual return | 16.68% | 38.16%-21.5pp | 38.47%-21.8pp | 220.34%-203.7pp |
| Employer contribution / active EE | $482 | $3,809-87.3% | $3,553-86.4% | $4,156-88.4% |
| Participant deferral / active EE | $3,855 | $8,286-53.5% | $7,956-51.5% | $6,407-39.8% |
| Admin fee / account holder | $15,033 | $11,312+32.9% | $11,381+32.1% | $12,270+22.5% |