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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 | $145,944 | $162,967-10.4% | $135,792+7.5% | $138,895+5.1% |
| Participation rate | 31.8% | 78.3%-46.5pp | 72.6%-40.8pp | 79.9%-48.1pp |
| Annual return | 10.63% | 30.08%-19.4pp | 25.96%-15.3pp | 145.39%-134.8pp |
| Employer contribution / active EE | $908 | $4,211-78.4% | $3,496-74.0% | $4,194-78.3% |
| Participant deferral / active EE | $2,297 | $5,640-59.3% | $4,759-51.7% | $6,396-64.1% |
| Admin fee / account holder | $12,586 | $15,306-17.8% | $12,266+2.6% | $12,562+0.2% |