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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 | $147,185 | $181,896-19.1% | $156,551-6.0% | $273,972-46.3% |
| Participation rate | 25.0% | 88.4%-63.4pp | 84.0%-59.0pp | 83.0%-58.0pp |
| Annual return | 7.55% | 30.74%-23.2pp | 32.23%-24.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $2,019 | $6,248-67.7% | $5,501-63.3% | $4,869-58.5% |
| Participant deferral / active EE | $3,878 | $5,550-30.1% | $4,871-20.4% | $5,287-26.7% |
| Admin fee / account holder | $11,386 | $15,560-26.8% | $13,028-12.6% | $10,133+12.4% |