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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 | $136,640 | $123,155+10.9% | $108,753+25.6% | $155,188-12.0% |
| Participation rate | 62.5% | 75.6%-13.1pp | 71.1%-8.6pp | 80.8%-18.3pp |
| Annual return | 15.53% | 44.73%-29.2pp | 37.47%-21.9pp | 148.84%-133.3pp |
| Employer contribution / active EE | $1,710 | $2,811-39.2% | $2,427-29.5% | $4,248-59.7% |
| Participant deferral / active EE | $2,904 | $4,623-37.2% | $4,115-29.4% | $6,531-55.5% |
| Admin fee / account holder | $417 | $12,126-96.6% | $10,320-96.0% | $14,480-97.1% |