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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 | $145,441 | $209,336-30.5% | $197,124-26.2% | $137,256+6.0% |
| Participation rate | 60.9% | 87.3%-26.4pp | 86.7%-25.8pp | 80.0%-19.1pp |
| Annual return | 18.16% | 48.09%-29.9pp | 44.34%-26.2pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,244 | $6,591-65.9% | $6,227-64.0% | $4,156-46.0% |
| Participant deferral / active EE | $4,209 | $9,614-56.2% | $9,135-53.9% | $6,407-34.3% |
| Admin fee / account holder | $1,073 | $17,308-93.8% | $16,298-93.4% | $12,270-91.3% |