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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 | $124,980+14.8% | $108,359+32.4% | $154,746-7.3% |
| Participation rate | 57.1% | 75.2%-18.0pp | 70.1%-13.0pp | 80.7%-23.6pp |
| Annual return | 17.53% | 45.00%-27.5pp | 36.89%-19.4pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,344 | $2,851-52.9% | $2,399-44.0% | $4,379-69.3% |
| Participant deferral / active EE | $2,588 | $4,743-45.4% | $4,137-37.4% | $6,730-61.5% |
| Admin fee / account holder | $3,588 | $11,502-68.8% | $9,741-63.2% | $14,365-75.0% |