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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 | $140,824 | $99,875+41.0% | $146,866-4.1% | $86,983+61.9% |
| Participation rate | 57.6% | 75.8%-18.2pp | 82.5%-24.9pp | 69.5%-12.0pp |
| Annual return | 24.19% | 28.10%-3.9pp | 102.85%-78.7pp | 25.83%-1.6pp |
| Employer contribution / active EE | $1,475 | $3,224-54.2% | $4,425-66.7% | $2,584-42.9% |
| Participant deferral / active EE | $3,736 | $6,322-40.9% | $7,759-51.9% | $4,194-10.9% |
| Admin fee / account holder | $1,185 | $7,838-84.9% | $13,620-91.3% | $7,856-84.9% |