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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 | $124,091 | $112,729+10.1% | $98,716+25.7% | $137,256-9.6% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.3%-26.4pp | 80.0%-37.1pp |
| Annual return | 13.06% | 38.48%-25.4pp | 31.81%-18.7pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,279 | $2,725-53.1% | $2,279-43.9% | $4,156-69.2% |
| Participant deferral / active EE | $4,658 | $4,640+0.4% | $4,048+15.1% | $6,407-27.3% |
| Admin fee / account holder | $2,066 | $10,129-79.6% | $8,703-76.3% | $12,270-83.2% |