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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 | $145,178 | $126,661+14.6% | $113,397+28.0% | $138,895+4.5% |
| Participation rate | 54.2% | 79.4%-25.3pp | 76.5%-22.3pp | 79.9%-25.8pp |
| Annual return | 16.21% | 25.05%-8.8pp | 23.20%-7.0pp | 145.39%-129.2pp |
| Employer contribution / active EE | $2,638 | $3,456-23.7% | $2,977-11.4% | $4,194-37.1% |
| Participant deferral / active EE | $7,731 | $5,693+35.8% | $5,076+52.3% | $6,396+20.9% |
| Admin fee / account holder | $2,173 | $14,549-85.1% | $11,957-81.8% | $12,562-82.7% |