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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 | $143,500 | $123,155+16.5% | $108,753+32.0% | $155,188-7.5% |
| Participation rate | 57.1% | 75.6%-18.5pp | 71.1%-13.9pp | 80.8%-23.7pp |
| Annual return | 17.53% | 44.73%-27.2pp | 37.47%-19.9pp | 148.84%-131.3pp |
| Employer contribution / active EE | $1,344 | $2,811-52.2% | $2,427-44.6% | $4,248-68.4% |
| Participant deferral / active EE | $2,588 | $4,623-44.0% | $4,115-37.1% | $6,531-60.4% |
| Admin fee / account holder | $3,588 | $12,126-70.4% | $10,320-65.2% | $14,480-75.2% |