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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 | $142,059 | $124,425+14.2% | $112,040+26.8% | $137,256+3.5% |
| Participation rate | 40.0% | 79.3%-39.3pp | 76.5%-36.5pp | 80.0%-40.0pp |
| Annual return | 16.91% | 24.72%-7.8pp | 24.52%-7.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,366 | $3,411-60.0% | $2,954-53.8% | $4,156-67.1% |
| Participant deferral / active EE | $2,826 | $5,718-50.6% | $5,098-44.6% | $6,407-55.9% |
| Admin fee / account holder | $9,932 | $15,207-34.7% | $12,098-17.9% | $12,270-19.1% |