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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 | $142,648 | $107,733+32.4% | $92,985+53.4% | $154,746-7.8% |
| Participation rate | 50.0% | 74.6%-24.6pp | 69.5%-19.5pp | 80.7%-30.7pp |
| Annual return | 13.03% | 30.39%-17.4pp | 27.99%-15.0pp | 172.34%-159.3pp |
| Employer contribution / active EE | $1,550 | $3,126-50.4% | $2,662-41.8% | $4,379-64.6% |
| Participant deferral / active EE | $1,938 | $5,053-61.7% | $4,377-55.7% | $6,730-71.2% |
| Admin fee / account holder | $485 | $11,369-95.7% | $9,463-94.9% | $14,365-96.6% |