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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 | $146,377 | $77,908+87.9% | $149,696-2.2% | $75,173+94.7% |
| Participation rate | 43.8% | 65.6%-21.8pp | 78.8%-35.0pp | 67.2%-23.5pp |
| Annual return | 14.58% | 31.73%-17.1pp | 134.46%-119.9pp | 160.72%-146.1pp |
| Employer contribution / active EE | $1,456 | $3,138-53.6% | $4,821-69.8% | $2,671-45.5% |
| Participant deferral / active EE | $4,404 | $3,411+29.1% | $5,682-22.5% | $4,126+6.7% |
| Admin fee / account holder | $12,002 | $5,950+101.7% | $13,212-9.2% | $5,651+112.4% |