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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 | $146,438 | $76,407+91.7% | $150,298-2.6% | $82,448+77.6% |
| Participation rate | 56.8% | 66.4%-9.6pp | 77.8%-21.0pp | 68.1%-11.3pp |
| Annual return | 17.67% | 39.99%-22.3pp | 62.79%-45.1pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,617 | $2,614-38.1% | $4,154-61.1% | $2,551-36.6% |
| Participant deferral / active EE | $3,259 | $3,214+1.4% | $5,453-40.2% | $4,139-21.3% |
| Admin fee / account holder | $1,630 | $6,352-74.3% | $14,116-88.4% | $7,234-77.5% |