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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 | $145,572 | $182,442-20.2% | $163,379-10.9% | $138,895+4.8% |
| Participation rate | 56.3% | 79.8%-23.5pp | 76.8%-20.6pp | 79.9%-23.7pp |
| Annual return | 16.08% | 72.74%-56.7pp | 63.41%-47.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $1,721 | $4,159-58.6% | $3,752-54.1% | $4,194-59.0% |
| Participant deferral / active EE | $5,262 | $6,817-22.8% | $6,282-16.2% | $6,396-17.7% |
| Admin fee / account holder | $1,271 | $10,396-87.8% | $9,818-87.1% | $12,562-89.9% |