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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 | $144,903 | $136,860+5.9% | $120,344+20.4% | $154,746-6.4% |
| Participation rate | 60.0% | 79.9%-19.9pp | 76.7%-16.7pp | 80.7%-20.7pp |
| Annual return | 17.50% | 21.38%-3.9pp | 20.30%-2.8pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,651 | $3,533-53.3% | $3,020-45.3% | $4,379-62.3% |
| Participant deferral / active EE | $5,932 | $5,793+2.4% | $5,135+15.5% | $6,730-11.9% |
| Admin fee / account holder | $3,416 | $15,393-77.8% | $12,742-73.2% | $14,365-76.2% |