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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 | $144,992 | $81,276+78.4% | $155,574-6.8% | $80,925+79.2% |
| Participation rate | 61.9% | 66.2%-4.3pp | 78.2%-16.3pp | 67.7%-5.8pp |
| Annual return | 22.38% | 33.36%-11.0pp | 64.87%-42.5pp | 35.65%-13.3pp |
| Employer contribution / active EE | $793 | $3,103-74.4% | $4,676-83.0% | $2,756-71.2% |
| Participant deferral / active EE | $6,063 | $3,453+75.6% | $5,629+7.7% | $4,299+41.0% |
| Admin fee / account holder | $1,745 | $7,993-78.2% | $15,914-89.0% | $6,940-74.9% |