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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 | $148,905 | $172,111-13.5% | $150,298-0.9% | $137,256+8.5% |
| Participation rate | 44.4% | 81.7%-37.3pp | 77.8%-33.3pp | 80.0%-35.5pp |
| Annual return | 12.08% | 69.37%-57.3pp | 62.79%-50.7pp | 220.34%-208.3pp |
| Employer contribution / active EE | $882 | $4,636-81.0% | $4,154-78.8% | $4,156-78.8% |
| Participant deferral / active EE | $4,036 | $6,166-34.5% | $5,453-26.0% | $6,407-37.0% |
| Admin fee / account holder | $6,784 | $16,471-58.8% | $14,116-51.9% | $12,270-44.7% |