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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 | $144,937 | $184,014-21.2% | $161,149-10.1% | $138,895+4.3% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.8%-21.7pp | 79.9%-22.8pp |
| Annual return | 11.08% | 21.52%-10.4pp | 21.16%-10.1pp | 145.39%-134.3pp |
| Employer contribution / active EE | $1,405 | $5,055-72.2% | $4,360-67.8% | $4,194-66.5% |
| Participant deferral / active EE | $3,787 | $6,909-45.2% | $6,153-38.5% | $6,396-40.8% |
| Admin fee / account holder | $12,498 | $18,027-30.7% | $15,194-17.7% | $12,562-0.5% |