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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 | $142,474 | $87,225+63.3% | $158,226-10.0% | $94,015+51.5% |
| Participation rate | 64.9% | 67.9%-3.0pp | 74.8%-9.9pp | 70.8%-5.9pp |
| Annual return | 16.79% | 16.34%+0.5pp | 501.41%-484.6pp | 17.84%-1.1pp |
| Employer contribution / active EE | $1,309 | $2,217-41.0% | $2,986-56.2% | $2,790-53.1% |
| Participant deferral / active EE | $3,469 | $3,405+1.9% | $4,317-19.6% | $4,249-18.4% |
| Admin fee / account holder | $1,655 | $7,888-79.0% | $10,217-83.8% | $8,951-81.5% |