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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 | $124,724 | $112,729+10.6% | $98,716+26.3% | $137,256-9.1% |
| Participation rate | 53.8% | 74.2%-20.4pp | 69.3%-15.4pp | 80.0%-26.1pp |
| Annual return | 16.82% | 38.48%-21.7pp | 31.81%-15.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,279 | $2,725-53.1% | $2,279-43.9% | $4,156-69.2% |
| Participant deferral / active EE | $6,203 | $4,640+33.7% | $4,048+53.2% | $6,407-3.2% |
| Admin fee / account holder | $1,354 | $10,129-86.6% | $8,703-84.4% | $12,270-89.0% |