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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 | $143,969+2.4% | $199,883-26.3% | $82,637+78.3% |
| Participation rate | 69.7% | 84.1%-14.4pp | 86.8%-17.1pp | 68.1%+1.6pp |
| Annual return | 13.21% | 25.67%-12.5pp | 43.81%-30.6pp | 53.51%-40.3pp |
| Employer contribution / active EE | $2,667 | $4,632-42.4% | $6,261-57.4% | $2,552+4.5% |
| Participant deferral / active EE | $6,222 | $6,937-10.3% | $9,138-31.9% | $4,126+50.8% |
| Admin fee / account holder | $1,941 | $14,597-86.7% | $17,268-88.8% | $7,339-73.6% |