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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 | $145,765 | $126,661+15.1% | $113,397+28.5% | $138,895+4.9% |
| Participation rate | 52.6% | 79.4%-26.8pp | 76.5%-23.9pp | 79.9%-27.3pp |
| Annual return | 26.19% | 25.05%+1.1pp | 23.20%+3.0pp | 145.39%-119.2pp |
| Employer contribution / active EE | $2,021 | $3,456-41.5% | $2,977-32.1% | $4,194-51.8% |
| Participant deferral / active EE | $4,007 | $5,693-29.6% | $5,076-21.1% | $6,396-37.3% |
| Admin fee / account holder | $1,334 | $14,549-90.8% | $11,957-88.8% | $12,562-89.4% |