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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 | $115,225+11.4% | $100,712+27.4% | $138,895-7.6% |
| Participation rate | 39.1% | 74.3%-35.2pp | 69.3%-30.1pp | 79.9%-40.8pp |
| Annual return | 18.56% | 40.35%-21.8pp | 33.27%-14.7pp | 145.39%-126.8pp |
| Employer contribution / active EE | $1,331 | $2,771-52.0% | $2,313-42.4% | $4,194-68.3% |
| Participant deferral / active EE | $3,795 | $4,699-19.2% | $4,085-7.1% | $6,396-40.7% |
| Admin fee / account holder | $881 | $10,844-91.9% | $9,256-90.5% | $12,562-93.0% |