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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 | $103,164+41.6% | $90,259+61.9% | $154,746-5.6% |
| Participation rate | 66.7% | 76.1%-9.4pp | 70.7%-4.1pp | 80.7%-14.0pp |
| Annual return | 7.42% | 19.25%-11.8pp | 18.88%-11.5pp | 172.34%-164.9pp |
| Employer contribution / active EE | $1,075 | $2,532-57.5% | $2,291-53.1% | $4,379-75.5% |
| Participant deferral / active EE | $2,990 | $4,422-32.4% | $3,827-21.9% | $6,730-55.6% |
| Admin fee / account holder | $17,951 | $8,593+108.9% | $7,267+147.0% | $14,365+25.0% |