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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 | $144,642 | $182,442-20.7% | $163,379-11.5% | $138,895+4.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 13.17% | 72.74%-59.6pp | 63.41%-50.2pp | 145.39%-132.2pp |
| Employer contribution / active EE | $839 | $4,159-79.8% | $3,752-77.6% | $4,194-80.0% |
| Participant deferral / active EE | $2,241 | $6,817-67.1% | $6,282-64.3% | $6,396-65.0% |
| Admin fee / account holder | $2,403 | $10,396-76.9% | $9,818-75.5% | $12,562-80.9% |