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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 | $146,931 | $177,156-17.1% | $147,027-0.1% | $154,746-5.1% |
| Participation rate | 47.8% | 79.4%-31.5pp | 73.7%-25.9pp | 80.7%-32.9pp |
| Annual return | 18.34% | 21.94%-3.6pp | 20.23%-1.9pp | 172.34%-154.0pp |
| Employer contribution / active EE | $2,036 | $4,336-53.1% | $3,626-43.9% | $4,379-53.5% |
| Participant deferral / active EE | $4,593 | $5,797-20.8% | $4,933-6.9% | $6,730-31.8% |
| Admin fee / account holder | $4,069 | $14,904-72.7% | $12,223-66.7% | $14,365-71.7% |