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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 | $151,673 | $114,013+33.0% | $103,693+46.3% | $155,188-2.3% |
| Participation rate | 61.9% | 75.2%-13.3pp | 72.6%-10.7pp | 80.8%-18.9pp |
| Annual return | 14.94% | 49.31%-34.4pp | 47.61%-32.7pp | 148.84%-133.9pp |
| Employer contribution / active EE | $1,340 | $3,131-57.2% | $2,920-54.1% | $4,248-68.4% |
| Participant deferral / active EE | $1,780 | $4,970-64.2% | $4,579-61.1% | $6,531-72.8% |
| Admin fee / account holder | $4,435 | $8,407-47.3% | $7,858-43.6% | $14,480-69.4% |