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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 | $143,073 | $123,155+16.2% | $108,753+31.6% | $155,188-7.8% |
| Participation rate | 55.0% | 75.6%-20.6pp | 71.1%-16.1pp | 80.8%-25.8pp |
| Annual return | 14.12% | 44.73%-30.6pp | 37.47%-23.4pp | 148.84%-134.7pp |
| Employer contribution / active EE | $1,296 | $2,811-53.9% | $2,427-46.6% | $4,248-69.5% |
| Participant deferral / active EE | $3,340 | $4,623-27.8% | $4,115-18.8% | $6,531-48.9% |
| Admin fee / account holder | $6,128 | $12,126-49.5% | $10,320-40.6% | $14,480-57.7% |