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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 | $223,823-35.0% | $211,142-31.1% | $154,746-6.0% |
| Participation rate | 60.9% | 87.9%-27.0pp | 87.3%-26.4pp | 80.7%-19.8pp |
| Annual return | 18.16% | 50.39%-32.2pp | 46.84%-28.7pp | 172.34%-154.2pp |
| Employer contribution / active EE | $2,244 | $6,787-66.9% | $6,442-65.2% | $4,379-48.7% |
| Participant deferral / active EE | $4,209 | $9,750-56.8% | $9,284-54.7% | $6,730-37.5% |
| Admin fee / account holder | $1,073 | $19,707-94.6% | $19,076-94.4% | $14,365-92.5% |