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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 | $123,155+1.3% | $108,753+14.7% | $155,188-19.6% |
| Participation rate | 53.8% | 75.6%-21.8pp | 71.1%-17.2pp | 80.8%-27.0pp |
| Annual return | 16.82% | 44.73%-27.9pp | 37.47%-20.7pp | 148.84%-132.0pp |
| Employer contribution / active EE | $1,279 | $2,811-54.5% | $2,427-47.3% | $4,248-69.9% |
| Participant deferral / active EE | $6,203 | $4,623+34.2% | $4,115+50.7% | $6,531-5.0% |
| Admin fee / account holder | $1,354 | $12,126-88.8% | $10,320-86.9% | $14,480-90.7% |