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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 | $146,106 | $147,594-1.0% | $121,871+19.9% | $198,609-26.4% |
| Participation rate | 66.7% | 78.0%-11.3pp | 73.2%-6.5pp | 82.4%-15.7pp |
| Annual return | 7.42% | 12.94%-5.5pp | 13.57%-6.2pp | 202.70%-195.3pp |
| Employer contribution / active EE | $1,075 | $3,007-64.2% | $2,731-60.6% | $5,055-78.7% |
| Participant deferral / active EE | $2,990 | $5,168-42.2% | $4,318-30.8% | $6,977-57.1% |
| Admin fee / account holder | $17,951 | $15,134+18.6% | $11,551+55.4% | $19,030-5.7% |