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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 | $149,746 | $138,312+8.3% | $122,979+21.8% | $155,188-3.5% |
| Participation rate | 63.6% | 80.2%-16.6pp | 77.2%-13.6pp | 80.8%-17.2pp |
| Annual return | 7.04% | 22.06%-15.0pp | 20.12%-13.1pp | 148.84%-141.8pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,866 | $5,592+4.9% | $5,003+17.2% | $6,531-10.2% |
| Admin fee / account holder | $4,338 | $15,089-71.3% | $12,864-66.3% | $14,480-70.0% |