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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 | $143,838 | $181,062-20.6% | $158,223-9.1% | $155,188-7.3% |
| Participation rate | 64.3% | 82.7%-18.4pp | 79.2%-14.9pp | 80.8%-16.5pp |
| Annual return | 16.25% | 57.39%-41.1pp | 52.09%-35.8pp | 148.84%-132.6pp |
| Employer contribution / active EE | $2,715 | $4,565-40.5% | $4,109-33.9% | $4,248-36.1% |
| Participant deferral / active EE | $5,948 | $6,134-3.0% | $5,467+8.8% | $6,531-8.9% |
| Admin fee / account holder | $1,202 | $18,825-93.6% | $16,047-92.5% | $14,480-91.7% |