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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 | $143,936 | $124,425+15.7% | $112,040+28.5% | $137,256+4.9% |
| Participation rate | 53.3% | 79.3%-26.0pp | 76.5%-23.2pp | 80.0%-26.6pp |
| Annual return | 13.82% | 24.72%-10.9pp | 24.52%-10.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,950 | $3,411-42.8% | $2,954-34.0% | $4,156-53.1% |
| Participant deferral / active EE | $3,661 | $5,718-36.0% | $5,098-28.2% | $6,407-42.9% |
| Admin fee / account holder | $14,569 | $15,207-4.2% | $12,098+20.4% | $12,270+18.7% |