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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 | $120,293 | $115,225+4.4% | $100,712+19.4% | $138,895-13.4% |
| Participation rate | 62.5% | 74.3%-11.8pp | 69.3%-6.8pp | 79.9%-17.4pp |
| Annual return | 20.05% | 40.35%-20.3pp | 33.27%-13.2pp | 145.39%-125.3pp |
| Employer contribution / active EE | $1,783 | $2,771-35.7% | $2,313-22.9% | $4,194-57.5% |
| Participant deferral / active EE | $6,150 | $4,699+30.9% | $4,085+50.6% | $6,396-3.8% |
| Admin fee / account holder | $466 | $10,844-95.7% | $9,256-95.0% | $12,562-96.3% |