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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 | $127,686 | $100,970+26.5% | $96,576+32.2% | $137,256-7.0% |
| Participation rate | 57.1% | 82.6%-25.5pp | 81.4%-24.3pp | 80.0%-22.8pp |
| Annual return | 14.61% | 38.16%-23.5pp | 38.47%-23.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,394 | $3,809-37.1% | $3,553-32.6% | $4,156-42.4% |
| Participant deferral / active EE | $5,195 | $8,286-37.3% | $7,956-34.7% | $6,407-18.9% |
| Admin fee / account holder | $14,661 | $11,312+29.6% | $11,381+28.8% | $12,270+19.5% |