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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 | $152,394-0.3% | $124,067+22.5% | $155,188-2.1% |
| Participation rate | 57.1% | 68.8%-11.7pp | 66.9%-9.8pp | 80.8%-23.7pp |
| Annual return | 12.15% | 34.93%-22.8pp | 31.06%-18.9pp | 148.84%-136.7pp |
| Employer contribution / active EE | $1,299 | $2,398-45.8% | $2,166-40.0% | $4,248-69.4% |
| Participant deferral / active EE | $6,212 | $3,823+62.5% | $3,463+79.4% | $6,531-4.9% |
| Admin fee / account holder | $1,409 | $6,949-79.7% | $7,351-80.8% | $14,480-90.3% |