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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 | $145,801 | $184,014-20.8% | $161,149-9.5% | $138,895+5.0% |
| Participation rate | 53.3% | 82.1%-28.7pp | 78.8%-25.5pp | 79.9%-26.6pp |
| Annual return | 19.94% | 21.52%-1.6pp | 21.16%-1.2pp | 145.39%-125.5pp |
| Employer contribution / active EE | $2,959 | $5,055-41.5% | $4,360-32.1% | $4,194-29.5% |
| Participant deferral / active EE | $5,445 | $6,909-21.2% | $6,153-11.5% | $6,396-14.9% |
| Admin fee / account holder | $533 | $18,027-97.0% | $15,194-96.5% | $12,562-95.8% |