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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 | $254,759-43.3% | $216,567-33.4% | $198,609-27.3% |
| Participation rate | 62.5% | 84.5%-22.0pp | 81.6%-19.1pp | 82.4%-19.9pp |
| Annual return | 14.90% | 10.04%+4.9pp | 12.94%+2.0pp | 202.70%-187.8pp |
| Employer contribution / active EE | $1,458 | $6,096-76.1% | $5,216-72.0% | $5,055-71.2% |
| Participant deferral / active EE | $4,726 | $6,948-32.0% | $6,191-23.7% | $6,977-32.3% |
| Admin fee / account holder | $11,730 | $26,311-55.4% | $21,981-46.6% | $19,030-38.4% |