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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 | $145,750 | $81,262+79.4% | $155,602-6.3% | $80,911+80.1% |
| Participation rate | 46.4% | 66.2%-19.8pp | 78.2%-31.8pp | 67.6%-21.2pp |
| Annual return | 16.13% | 33.34%-17.2pp | 64.81%-48.7pp | 35.63%-19.5pp |
| Employer contribution / active EE | $1,236 | $3,102-60.1% | $4,675-73.6% | $2,756-55.1% |
| Participant deferral / active EE | $4,237 | $3,451+22.8% | $5,629-24.7% | $4,297-1.4% |
| Admin fee / account holder | $14,978 | $7,992+87.4% | $15,923-5.9% | $6,935+116.0% |