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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 | $128,354 | $124,980+2.7% | $108,359+18.5% | $154,746-17.1% |
| Participation rate | 39.1% | 75.2%-36.0pp | 70.1%-31.0pp | 80.7%-41.6pp |
| Annual return | 18.56% | 45.00%-26.4pp | 36.89%-18.3pp | 172.34%-153.8pp |
| Employer contribution / active EE | $1,331 | $2,851-53.3% | $2,399-44.5% | $4,379-69.6% |
| Participant deferral / active EE | $3,795 | $4,743-20.0% | $4,137-8.3% | $6,730-43.6% |
| Admin fee / account holder | $881 | $11,502-92.3% | $9,741-91.0% | $14,365-93.9% |