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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 | $132,551 | $99,053+33.8% | $88,179+50.3% | $138,895-4.6% |
| Participation rate | 47.1% | 74.2%-27.2pp | 69.1%-22.1pp | 79.9%-32.9pp |
| Annual return | 19.83% | 78.17%-58.3pp | 64.97%-45.1pp | 145.39%-125.6pp |
| Employer contribution / active EE | $2,970 | $2,882+3.1% | $2,549+16.5% | $4,194-29.2% |
| Participant deferral / active EE | $7,136 | $5,225+36.6% | $4,614+54.7% | $6,396+11.6% |
| Admin fee / account holder | $719 | $8,748-91.8% | $7,673-90.6% | $12,562-94.3% |