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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 | $128,560 | $117,895+9.0% | $102,460+25.5% | $145,897-11.9% |
| Participation rate | 61.5% | 78.6%-17.1pp | 76.5%-15.0pp | 80.3%-18.8pp |
| Annual return | 13.98% | 31.92%-17.9pp | 29.47%-15.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,566 | $3,619-56.7% | $3,025-48.2% | $4,663-66.4% |
| Participant deferral / active EE | $3,104 | $5,736-45.9% | $5,056-38.6% | $6,689-53.6% |
| Admin fee / account holder | $11,328 | $13,353-15.2% | $9,460+19.7% | $13,390-15.4% |