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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 | $129,560 | $114,013+13.6% | $103,693+24.9% | $155,188-16.5% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.8pp | 80.8%-37.9pp |
| Annual return | 16.65% | 49.31%-32.7pp | 47.61%-31.0pp | 148.84%-132.2pp |
| Employer contribution / active EE | $1,045 | $3,131-66.6% | $2,920-64.2% | $4,248-75.4% |
| Participant deferral / active EE | $5,216 | $4,970+5.0% | $4,579+13.9% | $6,531-20.1% |
| Admin fee / account holder | $1,110 | $8,407-86.8% | $7,858-85.9% | $14,480-92.3% |