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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 | $151,370 | $124,425+21.7% | $112,040+35.1% | $137,256+10.3% |
| Participation rate | 54.2% | 79.3%-25.1pp | 76.5%-22.3pp | 80.0%-25.8pp |
| Annual return | 12.27% | 24.72%-12.4pp | 24.52%-12.2pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,739 | $3,411-49.0% | $2,954-41.1% | $4,156-58.2% |
| Participant deferral / active EE | $3,585 | $5,718-37.3% | $5,098-29.7% | $6,407-44.1% |
| Admin fee / account holder | $2,159 | $15,207-85.8% | $12,098-82.2% | $12,270-82.4% |