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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 | $173,292 | $199,109-13.0% | $173,730-0.3% | $154,746+12.0% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 16.91% | 20.02%-3.1pp | 19.96%-3.0pp | 172.34%-155.4pp |
| Employer contribution / active EE | $3,381 | $5,311-36.3% | $4,577-26.1% | $4,379-22.8% |
| Participant deferral / active EE | $13,682 | $7,113+92.4% | $6,326+116.3% | $6,730+103.3% |
| Admin fee / account holder | $10,697 | $20,916-48.9% | $17,523-39.0% | $14,365-25.5% |