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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 | $150,596 | $174,018-13.5% | $136,833+10.1% | $198,609-24.2% |
| Participation rate | 45.8% | 65.1%-19.3pp | 59.0%-13.2pp | 82.4%-36.5pp |
| Annual return | 14.21% | 35.16%-21.0pp | 35.32%-21.1pp | 202.70%-188.5pp |
| Employer contribution / active EE | $427 | $1,571-72.8% | $1,319-67.6% | $5,055-91.6% |
| Participant deferral / active EE | $979 | $2,873-65.9% | $2,441-59.9% | $6,977-86.0% |
| Admin fee / account holder | $1,901 | $5,434-65.0% | $4,706-59.6% | $19,030-90.0% |