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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 | $151,993 | $104,650+45.2% | $83,854+81.3% | $155,188-2.1% |
| Participation rate | 50.0% | 65.1%-15.1pp | 59.1%-9.1pp | 80.8%-30.8pp |
| Annual return | 14.22% | 28.97%-14.7pp | 31.39%-17.2pp | 148.84%-134.6pp |
| Employer contribution / active EE | $1,061 | $1,196-11.3% | $1,017+4.3% | $4,248-75.0% |
| Participant deferral / active EE | $8,027 | $2,367+239.1% | $2,035+294.4% | $6,531+22.9% |
| Admin fee / account holder | $20,252 | $3,518+475.6% | $3,197+533.5% | $14,480+39.9% |