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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 | $124,980-0.7% | $108,359+14.5% | $154,746-19.8% |
| Participation rate | 42.9% | 75.2%-32.3pp | 70.1%-27.3pp | 80.7%-37.8pp |
| Annual return | 13.06% | 45.00%-31.9pp | 36.89%-23.8pp | 172.34%-159.3pp |
| Employer contribution / active EE | $1,279 | $2,851-55.1% | $2,399-46.7% | $4,379-70.8% |
| Participant deferral / active EE | $4,658 | $4,743-1.8% | $4,137+12.6% | $6,730-30.8% |
| Admin fee / account holder | $2,066 | $11,502-82.0% | $9,741-78.8% | $14,365-85.6% |