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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 | $152,873 | $184,014-16.9% | $161,149-5.1% | $138,895+10.1% |
| Participation rate | 61.5% | 82.1%-20.5pp | 78.8%-17.3pp | 79.9%-18.4pp |
| Annual return | 17.17% | 21.52%-4.4pp | 21.16%-4.0pp | 145.39%-128.2pp |
| Employer contribution / active EE | $1,838 | $5,055-63.6% | $4,360-57.8% | $4,194-56.2% |
| Participant deferral / active EE | $8,846 | $6,909+28.0% | $6,153+43.8% | $6,396+38.3% |
| Admin fee / account holder | $1,124 | $18,027-93.8% | $15,194-92.6% | $12,562-91.1% |