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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 | $149,338 | $161,352-7.4% | $134,172+11.3% | $137,256+8.8% |
| Participation rate | 42.1% | 78.3%-36.2pp | 72.5%-30.4pp | 80.0%-37.9pp |
| Annual return | 15.39% | 28.72%-13.3pp | 25.30%-9.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $852 | $4,099-79.2% | $3,420-75.1% | $4,156-79.5% |
| Participant deferral / active EE | $2,813 | $5,552-49.3% | $4,690-40.0% | $6,407-56.1% |
| Admin fee / account holder | $4,816 | $15,028-68.0% | $12,016-59.9% | $12,270-60.7% |