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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 | $143,350 | $154,228-7.1% | $145,433-1.4% | $137,256+4.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 17.27% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,628 | $4,804-66.1% | $4,554-64.3% | $4,156-60.8% |
| Participant deferral / active EE | $13,625 | $8,216+65.8% | $7,897+72.5% | $6,407+112.7% |
| Admin fee / account holder | $983 | $14,344-93.1% | $13,129-92.5% | $12,270-92.0% |