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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 | $146,531 | $106,864+37.1% | $147,318-0.5% | $82,637+77.3% |
| Participation rate | 68.8% | 75.5%-6.8pp | 82.1%-13.3pp | 68.1%+0.7pp |
| Annual return | 14.37% | 27.49%-13.1pp | 70.43%-56.1pp | 53.51%-39.1pp |
| Employer contribution / active EE | $1,592 | $3,417-53.4% | $4,593-65.3% | $2,552-37.6% |
| Participant deferral / active EE | $4,739 | $6,496-27.0% | $7,906-40.1% | $4,126+14.9% |
| Admin fee / account holder | $2,161 | $8,415-74.3% | $13,708-84.2% | $7,339-70.6% |