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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 | $156,968 | $199,109-21.2% | $173,730-9.6% | $154,746+1.4% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.6%-46.2pp | 80.7%-47.4pp |
| Annual return | 17.62% | 20.02%-2.4pp | 19.96%-2.3pp | 172.34%-154.7pp |
| Employer contribution / active EE | $2,397 | $5,311-54.9% | $4,577-47.6% | $4,379-45.3% |
| Participant deferral / active EE | $7,190 | $7,113+1.1% | $6,326+13.7% | $6,730+6.8% |
| Admin fee / account holder | $589 | $20,916-97.2% | $17,523-96.6% | $14,365-95.9% |