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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 | $161,352-8.9% | $134,172+9.5% | $137,256+7.0% |
| Participation rate | 47.8% | 78.3%-30.5pp | 72.5%-24.6pp | 80.0%-32.1pp |
| Annual return | 18.34% | 28.72%-10.4pp | 25.30%-7.0pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,036 | $4,099-50.3% | $3,420-40.5% | $4,156-51.0% |
| Participant deferral / active EE | $4,593 | $5,552-17.3% | $4,690-2.1% | $6,407-28.3% |
| Admin fee / account holder | $4,069 | $15,028-72.9% | $12,016-66.1% | $12,270-66.8% |