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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 | $131,284 | $107,733+21.9% | $92,985+41.2% | $154,746-15.2% |
| Participation rate | 61.9% | 74.6%-12.7pp | 69.5%-7.6pp | 80.7%-18.8pp |
| Annual return | 16.36% | 30.39%-14.0pp | 27.99%-11.6pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,592 | $3,126-49.1% | $2,662-40.2% | $4,379-63.7% |
| Participant deferral / active EE | $4,180 | $5,053-17.3% | $4,377-4.5% | $6,730-37.9% |
| Admin fee / account holder | $4,617 | $11,369-59.4% | $9,463-51.2% | $14,365-67.9% |