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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 | $173,808 | $239,571-27.5% | $183,328-5.2% | $137,256+26.6% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.7pp | 80.0%-13.3pp |
| Annual return | 14.73% | 35.69%-21.0pp | 29.67%-14.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $3,056 | $6,148-50.3% | $5,055-39.6% | $4,156-26.5% |
| Participant deferral / active EE | $7,292 | $7,995-8.8% | $6,795+7.3% | $6,407+13.8% |
| Admin fee / account holder | $11,439 | $30,059-61.9% | $21,427-46.6% | $12,270-6.8% |