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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 | $142,108 | $111,814+27.1% | $103,378+37.5% | $145,978-2.7% |
| Participation rate | 53.3% | 77.9%-24.6pp | 74.5%-21.2pp | 80.3%-27.0pp |
| Annual return | 19.21% | 24.80%-5.6pp | 24.91%-5.7pp | 550.52%-531.3pp |
| Employer contribution / active EE | $2,075 | $4,215-50.8% | $3,870-46.4% | $4,662-55.5% |
| Participant deferral / active EE | $5,993 | $5,618+6.7% | $5,058+18.5% | $6,690-10.4% |
| Admin fee / account holder | $672 | $9,764-93.1% | $8,401-92.0% | $13,400-95.0% |