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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 | $149,279 | $81,331+83.5% | $155,534-4.0% | $80,935+84.4% |
| Participation rate | 46.7% | 66.3%-19.6pp | 78.2%-31.6pp | 67.7%-21.0pp |
| Annual return | 11.82% | 33.37%-21.5pp | 64.92%-53.1pp | 35.66%-23.8pp |
| Employer contribution / active EE | $1,647 | $3,105-47.0% | $4,675-64.8% | $2,757-40.3% |
| Participant deferral / active EE | $5,334 | $3,454+54.4% | $5,630-5.3% | $4,299+24.1% |
| Admin fee / account holder | $1,076 | $7,999-86.6% | $15,900-93.2% | $6,924-84.5% |