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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 | $148,280 | $174,379-15.0% | $152,093-2.5% | $138,895+6.8% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 17.08% | 74.86%-57.8pp | 66.36%-49.3pp | 145.39%-128.3pp |
| Employer contribution / active EE | $2,295 | $4,652-50.7% | $4,175-45.0% | $4,194-45.3% |
| Participant deferral / active EE | $8,147 | $6,159+32.3% | $5,451+49.4% | $6,396+27.4% |
| Admin fee / account holder | $3,450 | $16,880-79.6% | $14,497-76.2% | $12,562-72.5% |