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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 | $144,681 | $215,361-32.8% | $171,082-15.4% | $273,972-47.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | 13.86% | 25.14%-11.3pp | 32.56%-18.7pp | 41.46%-27.6pp |
| Employer contribution / active EE | $851 | $4,967-82.9% | $4,002-78.7% | $4,869-82.5% |
| Participant deferral / active EE | $4,254 | $5,543-23.3% | $4,797-11.3% | $5,287-19.5% |
| Admin fee / account holder | $1,762 | $10,846-83.8% | $8,520-79.3% | $10,133-82.6% |