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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 | $142,532 | $213,785-33.3% | $185,441-23.1% | $155,188-8.2% |
| Participation rate | 62.5% | 83.2%-20.7pp | 80.3%-17.8pp | 80.8%-18.3pp |
| Annual return | 17.37% | 19.97%-2.6pp | 20.16%-2.8pp | 148.84%-131.5pp |
| Employer contribution / active EE | $1,320 | $5,393-75.5% | $4,672-71.8% | $4,248-68.9% |
| Participant deferral / active EE | $5,463 | $6,864-20.4% | $6,152-11.2% | $6,531-16.4% |
| Admin fee / account holder | $8,979 | $21,134-57.5% | $17,890-49.8% | $14,480-38.0% |