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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 | $149,863 | $126,661+18.3% | $113,397+32.2% | $138,895+7.9% |
| Participation rate | 64.3% | 79.4%-15.2pp | 76.5%-12.2pp | 79.9%-15.6pp |
| Annual return | 15.12% | 25.05%-9.9pp | 23.20%-8.1pp | 145.39%-130.3pp |
| Employer contribution / active EE | $1,752 | $3,456-49.3% | $2,977-41.2% | $4,194-58.2% |
| Participant deferral / active EE | $4,321 | $5,693-24.1% | $5,076-14.9% | $6,396-32.4% |
| Admin fee / account holder | $4,387 | $14,549-69.8% | $11,957-63.3% | $12,562-65.1% |