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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 | $151,990 | $122,962+23.6% | $71,585+112.3% | $138,895+9.4% |
| Participation rate | 57.1% | 68.9%-11.7pp | 68.2%-11.0pp | 79.9%-22.8pp |
| Annual return | 12.15% | 37.84%-25.7pp | 59.26%-47.1pp | 145.39%-133.2pp |
| Employer contribution / active EE | $1,299 | $2,620-50.4% | $1,669-22.1% | $4,194-69.0% |
| Participant deferral / active EE | $6,212 | $4,311+44.1% | $2,923+112.5% | $6,396-2.9% |
| Admin fee / account holder | $1,409 | $6,488-78.3% | $4,712-70.1% | $12,562-88.8% |