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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 | $145,918 | $124,980+16.8% | $108,359+34.7% | $154,746-5.7% |
| Participation rate | 42.1% | 75.2%-33.1pp | 70.1%-28.0pp | 80.7%-38.6pp |
| Annual return | 16.31% | 45.00%-28.7pp | 36.89%-20.6pp | 172.34%-156.0pp |
| Employer contribution / active EE | $2,387 | $2,851-16.3% | $2,399-0.5% | $4,379-45.5% |
| Participant deferral / active EE | $6,213 | $4,743+31.0% | $4,137+50.2% | $6,730-7.7% |
| Admin fee / account holder | $6,041 | $11,502-47.5% | $9,741-38.0% | $14,365-57.9% |