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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 | $143,196 | $94,439+51.6% | $73,658+94.4% | $154,746-7.5% |
| Participation rate | 40.0% | 64.7%-24.7pp | 57.0%-17.0pp | 80.7%-40.7pp |
| Annual return | 18.58% | 28.25%-9.7pp | 29.72%-11.1pp | 172.34%-153.8pp |
| Employer contribution / active EE | $1,380 | $1,257+9.8% | $1,032+33.7% | $4,379-68.5% |
| Participant deferral / active EE | $11,642 | $2,527+360.7% | $2,062+464.6% | $6,730+73.0% |
| Admin fee / account holder | $2,125 | $3,843-44.7% | $3,357-36.7% | $14,365-85.2% |