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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 | $123,155+4.2% | $108,753+18.0% | $155,188-17.3% |
| Participation rate | 39.1% | 75.6%-36.5pp | 71.1%-32.0pp | 80.8%-41.7pp |
| Annual return | 18.56% | 44.73%-26.2pp | 37.47%-18.9pp | 148.84%-130.3pp |
| Employer contribution / active EE | $1,331 | $2,811-52.7% | $2,427-45.1% | $4,248-68.7% |
| Participant deferral / active EE | $3,795 | $4,623-17.9% | $4,115-7.8% | $6,531-41.9% |
| Admin fee / account holder | $881 | $12,126-92.7% | $10,320-91.5% | $14,480-93.9% |