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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 | $147,380 | $145,431+1.3% | $211,142-30.2% | $87,485+68.5% |
| Participation rate | 69.7% | 84.7%-15.1pp | 87.3%-17.6pp | 68.9%+0.8pp |
| Annual return | 13.21% | 27.21%-14.0pp | 46.84%-33.6pp | 26.06%-12.8pp |
| Employer contribution / active EE | $2,667 | $4,662-42.8% | $6,442-58.6% | $2,596+2.7% |
| Participant deferral / active EE | $6,222 | $6,859-9.3% | $9,284-33.0% | $4,274+45.6% |
| Admin fee / account holder | $1,941 | $17,052-88.6% | $19,076-89.8% | $7,775-75.0% |