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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 | $144,339 | $199,109-27.5% | $173,730-16.9% | $154,746-6.7% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.6%-17.1pp | 80.7%-18.2pp |
| Annual return | 14.90% | 20.02%-5.1pp | 19.96%-5.1pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,458 | $5,311-72.5% | $4,577-68.1% | $4,379-66.7% |
| Participant deferral / active EE | $4,726 | $7,113-33.6% | $6,326-25.3% | $6,730-29.8% |
| Admin fee / account holder | $11,730 | $20,916-43.9% | $17,523-33.1% | $14,365-18.3% |